AUMdb

Manhattan University Defined Contribution Retirement Plan

Sponsored by Manhattan University · EIN 131740468 · Plan #001

Total assets
$291M
Net assets
$291M
Active participants
377
With balances
1,185

Plan year beginning 01/01/2024 · Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Pension Advisors Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $78,750
Pfk O'connor Davies, Llp Accounting, Direct payment from the plan $36,590
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $16,464