American University Defined Contribution Retirement Plan
Sponsored by American University · EIN 530196549 · Plan #001
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 5,612
- With balances
- 6,676
Plan year beginning 05/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment advisory (plan) | $97,130 |
| Fidelity Invs Inst Oper Co, Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $67,149 |
| Sb & Company, Llc | Accounting | $20,680 |
| Tiaa Cref | Investment advisory (plan) | $11,403 |