Barry University 401(k) Plan
Sponsored by Barry University · EIN 590624364 · Plan #002 · Miami Shores, FL
- Total assets
- $97.0M
- Net assets
- $97.0M
- Active participants
- 2,307
- With balances
- 1,109
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Direct payment from the plan, Participant loan processing, Investment advisory (participants) | $48,859 |
| Capfinancial Partners, Llc | Named fiduciary, Investment advisory (plan) | $11,500 |
| Chason Pension Systems | Consulting fees | $6,250 |
| Marcum, Llp | Accounting | $5,281 |
| Gunster Yoakley & Stewart, P.A. | Legal | $706 |