Albertus Magnus College Dc Retirement Plan
Sponsored by Albertus Magnus College · EIN 060646520 · Plan #001
- Total assets
- $48.1M
- Net assets
- $48.1M
- Active participants
- 153
- With balances
- 347
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Svc Llc | Investment advisory (plan) | $13,954 |
| Tiaa | $4,332 |