Spring Arbor University Dc Retirement Plan
Sponsored by Spring Arbor University · EIN 381359569 · Plan #001
- Total assets
- $60.8M
- Net assets
- $60.8M
- Active participants
- 392
- With balances
- 743
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment management | $39,935 |
| Tiaa Cref | Investment management | $37,540 |