The University Of The Arts Defined Contribution Retirement Plan
Sponsored by The University Of The Arts · EIN 231639911 · Plan #001
- Total assets
- $95.4M
- Net assets
- $95.4M
- Active participants
- 205
- With balances
- 866
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Giuliano, Miller & Company, Llc | Participant communication, Direct payment from the plan, Other fees | $70,000 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $41,935 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $1,936 |