St. Mary's University Defined Contribution Retirement Plan
Sponsored by St. Mary's University · EIN 741143128 · Plan #002
- Total assets
- $192M
- Net assets
- $192M
- Active participants
- 707
- With balances
- 1,290
Plan year beginning 01/01/2024
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 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses | $116,055 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $70,407 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $64,084 |
| Fidelity Investments Inst. Ops. Co. | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $1,740 |
| Charles Schwab & Co, Inc. | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $200 |