Mercy University Tax Deferred Annuity Plan
Sponsored by Mercy University · EIN 131967321 · Plan #001
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 1,913
- With balances
- 1,041
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Cap Financial Parter, Llc | Insurance brokerage commissions, Direct payment from the plan | $50,625 |
| Tiaa Cref | Recordkeeping, Direct payment from the plan | $4,175 |