Pennsylvania Association Of Independent Colleges And Universities Multiple Employer Plan
Sponsored by The Governing Board Of The Pennsylvania Association Of · EIN 843430131 · Plan #333
- Total assets
- $543M
- Net assets
- $543M
- Active participants
- 2,445
- With balances
- 4,567
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millenium Advisory Services, Inc | Investment advisory (participants) | $366,287 |
| Tiaa | Contract administrator | $275,792 |
| Planpilot | Investment advisory (plan) | $131,760 |
| Pentegra Services, Inc. | Plan administrator | $118,697 |
| Prm Consulting Inc | Consulting (general) | $42,000 |
| Cliftonlarsonallen Llp | Plan administrator | $29,867 |
| Aicup | Plan administrator | $23,900 |
| Law Offices Of Allen T Steinberg Pc | Legal | $11,300 |
| Riggs,Cnslmn,Michaels & Downes Inc | Investment advisory (plan) | $9,064 |