University Of San Francisco Voluntary Retirement Plan
Sponsored by University Of San Francisco · EIN 941156628 · Plan #003
- Total assets
- $374M
- Net assets
- $374M
- Active participants
- 2,804
- With balances
- 2,821
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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) | $129,521 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $35,998 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $20,373 |
| The Variable Annuity Life Insurance | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $556 |