St. John Fisher University Retirement Plan
Sponsored by St. John Fisher University · EIN 160746864 · Plan #001 · Rochester, NY
- Total assets
- $198M
- Net assets
- $198M
- Active participants
- 1,222
- With balances
- 1,214
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment advisory (plan) | $34,606 |
| Bonadio & Co., Llp | Accounting | $33,910 |
| Tiaa Cref | $2,775 |