Mount St. Joseph University Defined Contribution Plan
Sponsored by Mount St. Joseph University · EIN 237179567 · Plan #001
- Total assets
- $66.3M
- Net assets
- $66.3M
- Active participants
- 327
- With balances
- 871
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Teachers Insurance & Annuity Assoc | Recordkeeping, Direct payment from the plan | $73,461 |
| Osaic Wealth (Formerly Sagepoint) | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $50,381 |
| Forvis Mazars, Llp | Accounting | $8,268 |