Saint Louis University Retirement Plan
Sponsored by Saint Louis University · EIN 430654872 · Plan #002
- Total assets
- $755M
- Net assets
- $755M
- Active participants
- 3,192
- With balances
- 6,873
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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) | $234,780 |
| Saint Louis University | Direct payment from the plan, Other fees | $98,740 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $33,498 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $15,173 |