Mount Saint Mary's University 403(b) Retirement Pl
Sponsored by Mount Saint Mary's University · EIN 951641455 · Plan #001 · Los Angeles, CA
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 555
- With balances
- 1,110
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Recordkeeping, Investment advisory (plan), Investment management | $203,503 |
| Baker Tilly Us, Llp | Accounting | $72,962 |
| Benefit Financial Services Group | Consulting (general), Investment advisory (plan), Direct payment from the plan | $52,500 |
| Arthur J Gallagher Risk Mgmt Svcs | Insurance agents and brokers | $15,632 |
| Locke Lord | Legal | $9,393 |
| Fidelity Investments Institutional | Recordkeeping, Recordkeeping fees, Account maintenance fees | $5,973 |