Retirement Plan For Saint Peters University And St. Peters Prep School
Sponsored by Saint Peters University · EIN 221508627 · Plan #001
- Total assets
- $33.6M
- Net assets
- $33.4M
- Active participants
- 42
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Investment management fees (direct) | $123,211 |
| Merrill Lynch Pierce Fenner & Smith | Trustee (institutional), Direct payment from the plan, Shareholder servicing fees | $39,815 |
| First State Trust Co | Trustee (institutional), Direct payment from the plan | $15,929 |