Salve Regina University 403(b) Retirement Plan
Sponsored by Salve Regina University · EIN 050259080 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 516
- With balances
- 1,025
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $87,510 |
| Global Retirement Partners, Llc | Investment management, Direct payment from the plan | $17,625 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $15,500 |