Ursinus College Defined Contribution Retirement Plan
Sponsored by Ursinus College · EIN 231177930 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 384
- With balances
- 1,009
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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) | $69,847 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $22,500 |