Academy Of Art University 401(k) Retirement Plan
Sponsored by Stephens Institute Dba Academy Of Art University · EIN 941637804 · Plan #002
- Total assets
- $85.6M
- Net assets
- $85.6M
- Active participants
- 1,132
- With balances
- 802
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $145,900 |
| July Business Services Llc | Recordkeeping | $52,871 |
| Charles Schwab Bank | Custodial (other), Trustee (institutional), Trustee (directed) | $0 |