Saint Louis University 403(b) Annuity Plan
Sponsored by Saint Louis University · EIN 430654872 · Plan #001
- Total assets
- $962M
- Net assets
- $962M
- Active participants
- 4,147
- With balances
- 7,586
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) | $288,525 |
| Saint Louis University | Direct payment from the plan, Other fees | $108,114 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $40,481 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $15,173 |
| Fidelity Inv Inst Operations Co. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $4,912 |