Stevenson University, Inc. Retirement Savings Plan
Sponsored by Stevenson University, Inc. · EIN 520705392 · Plan #010
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 1,124
- With balances
- 956
Plan year beginning 07/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | 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) | $61,745 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $38,002 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $16,300 |