Saint Francis University Retirement Plan
Sponsored by Saint Francis University · EIN 251024358 · Plan #004 · Loretto, PA
- Total assets
- $128M
- Net assets
- $128M
- Active participants
- 473
- With balances
- 980
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping | $91,838 |
| Cornerstone Advisors Asset Mgmt., I | Investment management | $37,246 |
| Young, Oakes, Brown & Co, Pc | Accounting | $7,760 |