Barry University Defined Contribution Plan
Sponsored by Barry University · EIN 590624364 · Plan #001 · Miami Shores, FL
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 418
- With balances
- 909
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| 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) | $26,521 |
| Capfinancial Partners, Llc | Named fiduciary, Investment advisory (plan) | $24,625 |
| Marcum Llp | Accounting | $12,794 |