Stetson University Defined Contribution Plan
Sponsored by Stetson University · EIN 590624416 · Plan #001
- Total assets
- $262M
- Net assets
- $262M
- Active participants
- 789
- With balances
- 2,228
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | 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) | $134,342 |
| Mariner Institutional Llc | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Msl, P.A. | Accounting, Direct payment from the plan | $18,250 |
| Andco Consulting, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $9,450 |
| Fidelity Inv. Inst. Ops. Co., Inc. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $24 |