Immaculata University Defined Contribution Retirement Plan
Sponsored by Immaculata University · EIN 231352648 · Plan #001
- Total assets
- $41.9M
- Net assets
- $41.9M
- Active participants
- 341
- With balances
- 662
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 |
|---|---|---|
| Concord Advisory Group Ltd CRD 107291 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Concord Advisory Group, Ltd | Investment advisory (plan) | $25,879 |
| Brown, Edwards & Company, L.L.P. | Accounting | $14,650 |
| Tiaa | Recordkeeping | $755 |