South University Retirement Plan
Sponsored by South University Savannah, Llc · EIN 821659323 · Plan #001
- Total assets
- $31.7M
- Net assets
- $31.7M
- Active participants
- 2,330
- With balances
- 969
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Fiduciary Group, Llc CRD 221530 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $121,776 |
| The Fiduciary Group | Investment advisory (plan), Direct payment from the plan | $53,809 |
| Fidelity Investments | Custodial (securities), Trustee (institutional), Direct payment from the plan | $10,910 |