AUMdb

The Master's University And Seminary Dc Retirement Plan

Sponsored by The Master's University And Seminary · EIN 956001907 · Plan #001

Total assets
$49.0M
Net assets
$49.0M
Active participants
338
With balances
457

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Bfsg, Llc CRD 143617 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $45,344
Capin Crouse Llp Accounting, Direct payment from the plan $16,200
Benefit Financial Services Group Investment advisory (plan), Direct payment from the plan $15,000