University Of Mount Saint Vincent Defined Contribution Plan
Sponsored by University Of Mount Saint Vincent · EIN 131740445 · Plan #001
- Total assets
- $58.8M
- Net assets
- $58.8M
- Active participants
- 326
- With balances
- 570
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $56,250 |
| Tiaa Teachers Insurance & Annuity | Recordkeeping, Direct payment from the plan, Participant loan processing | $27,880 |
| Mutual Of America Life Insurance Co | Claims processing, Recordkeeping, Direct payment from the plan | $880 |