Associated Universities Inc. Retirement Plan
Sponsored by Associated Universities Inc. · EIN 111630900 · Plan #001
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 616
- With balances
- 1,309
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Mercer Investments | Direct payment from the plan | $24,951 |
| Cbiz Cpas, Llc | Accounting | $24,592 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | -$3,416 |