Gonzaga University 403(b) Retirement Plan
Sponsored by Gonzaga University · EIN 910236600 · Plan #001
- Total assets
- $522M
- Net assets
- $522M
- Active participants
- 2,311
- With balances
- 2,663
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $226,406 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $196,990 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $17,955 |
| Boutwell Fay Llp | Legal, Direct payment from the plan | $14,085 |