University Of Saint Mary 401(k) Retirement Savings Plan
Sponsored by University Of Saint Mary, Inc · EIN 480547846 · Plan #003
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 563
- With balances
- 318
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Bny Mellon Investment Adviser, Inc. CRD 105642 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $40,880 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Eagleasset | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| American Century Investment Managem | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Janus Funds | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Alliance Global Funds | Investment management, Shareholder servicing fees | $0 |
| Bny Mellon Investment Funds | Investment management, Shareholder servicing fees | $0 |