Excelsior University Supplemental 403(b) Plan
Sponsored by Excelsior University · EIN 161532850 · Plan #002
- Total assets
- $40.6M
- Net assets
- $40.6M
- Active participants
- 908
- With balances
- 861
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $37,082 |