Capital University 403(b) Retirement Plan
Sponsored by Capital University · EIN 314379435 · Plan #001
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 397
- With balances
- 1,274
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Consulting | Investment management, Direct payment from the plan | $66,047 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $46,812 |
| Schneider Downs & Co., Inc. | Accounting, Direct payment from the plan | $16,500 |