AUMdb

Niagara University Defined Contribution Plan

Sponsored by Niagara University · EIN 160755807 · Plan #001

Total assets
$181M
Net assets
$181M
Active participants
477
With balances
1,054

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fiducient Advisors, Llc Investment advisory (plan) $35,384
Freed Maxick Cpas, P.C. Accounting $32,500
Axa Equitable Life Insurance Co Trustee (directed), Shareholder servicing fees, Sub-transfer agency fees $283