AUMdb

Culver Educational Foundation Defined Contribution Retirement Plan

Sponsored by The Culver Educational Foundation · EIN 350868071 · Plan #002

Total assets
$80.8M
Net assets
$80.8M
Active participants
516
With balances
814

Plan year beginning 07/01/2024 · Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Contract administrator $105,116
Cap Financial Partners, Llc Investment advisory (plan) $13,750