University Of San Francisco Defined Contribution Retirement Plan
Sponsored by University Of San Francisco · EIN 941156628 · Plan #002
- Total assets
- $468M
- Net assets
- $468M
- Active participants
- 2,740
- With balances
- 3,011
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| 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) | $159,795 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $42,435 |
| Moss Adams, Llp | Accounting, Direct payment from the plan | $20,373 |
| Jones Day | Legal, Direct payment from the plan | $6,249 |