Furman University Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Furman University · EIN 570314395 · Plan #001
- Total assets
- $347M
- Net assets
- $347M
- Active participants
- 1,343
- With balances
- 1,707
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
|---|---|---|
| Tiaa | Recordkeeping, Investment advisory (participants), Other investment fees and expenses | $195,767 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $76,828 |
| Nixon Peabody Llp | Legal | $49,972 |
| Cliftonlarsonallen Llp | Accounting | $7,035 |