University Of Mary Employee Retirement Plan
Sponsored by University Of Mary · EIN 450273403 · Plan #001
- Total assets
- $71.7M
- Net assets
- $71.7M
- Active participants
- 460
- With balances
- 700
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bravera Wealth | Recordkeeping, Trustee (institutional), Participant loan processing | $181,700 |
| Tiaa Teachers Insurance & Annuity | Other services | $0 |