Mount Saint Mary's University Defined Contribution Retirement Plan
Sponsored by Mount Saint Mary's University · EIN 520591672 · Plan #003
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 1,034
- With balances
- 1,301
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Financial Solutions, Inc. | Other fees | $8,214 |
| Cbiz Investment Advisory Services | Investment advisory (participants) | $5,440 |
| Tiaa Teachers Insurance And Annui | Other fees | $375 |