AUMdb

Rivier University 403(b) Plan

Sponsored by Rivier University · EIN 020223339 · Plan #001

Total assets
$42.3M
Net assets
$42.3M
Active participants
232
With balances
484

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping fees $32,124
Global Retirement Partners, Llc Investment advisory (plan) $20,000