The University Of Scranton 403(b) Plan
Sponsored by University Of Scranton · EIN 240795495 · Plan #003
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 663
- With balances
- 980
Plan year beginning 06/01/2024 · 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $42,000 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $20,284 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $16,706 |