Quinnipiac University Tax Deferred Annuity Plan
Sponsored by Quinnipiac University · EIN 060646701 · Plan #002
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 985
- With balances
- 1,570
Plan year beginning 01/01/2024
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 | $51,126 |
| Capfinancial Partners, Llc | Investment management | $22,400 |
| Quinnipiac University | Other services | $19,184 |
| My Secure Advantage, Inc. | Consulting (general) | $15,900 |