Utica University Defined Contribution Retirement Plan
Sponsored by Utica University · EIN 161476258 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 1,079
- With balances
- 1,022
Plan year beginning 06/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $85,383 |
| Global Retirement Partners,Llc H/O | Investment management, Direct payment from the plan | $27,009 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $16,700 |
| Dr Advisory Services Llc | Investment management, Direct payment from the plan | $8,413 |