Saint Leo University Retirement Plan
Sponsored by Saint Leo University · EIN 591237047 · Plan #003
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 1,559
- With balances
- 2,415
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Other fees | $81,004 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $64,877 |