Clarkson University Pension Plan
Sponsored by Clarkson University · EIN 150543659 · Plan #001
- Total assets
- $373M
- Net assets
- $373M
- Active participants
- 772
- With balances
- 1,412
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $131,227 |
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan | $39,731 |
| Mcsoley Mccoy & Co | Accounting, Direct payment from the plan | $14,000 |