Mercyhurst University Defined Contribution Retirement Plan
Sponsored by Mercyhurst University · EIN 250965430 · Plan #001
- Total assets
- $87.6M
- Net assets
- $87.6M
- Active participants
- 404
- With balances
- 787
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 |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clearstead Advisors, Llc | Investment management, Direct payment from the plan | $6,438 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $1,046 |