Assumption University Defined Contribution Retirement Plan
Sponsored by Assumption University · EIN 042105776 · Plan #001
- Total assets
- $146M
- Net assets
- $146M
- Active participants
- 568
- With balances
- 927
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Other fees | $99,027 |
| Fiduciary Investment Advisors Llc | Other fees | $58,659 |
| Stowe & Degon, Llc | Other fees | $17,900 |
| The Angell Pension Group, Inc. | Other fees | $6,160 |