Simmons University Retirement Plan
Sponsored by Simmons University · EIN 042103629 · Plan #001
- Total assets
- $270M
- Net assets
- $270M
- Active participants
- 667
- With balances
- 2,168
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Recordkeeping, Participant loan processing | $65,452 |
| Fiducient Advisors, Llc | Investment advisory (plan) | $37,132 |
| Cbiz Cpas P.C. | Accounting | $26,085 |