The Excelsior University Retirement Plan
Sponsored by Excelsior University · EIN 161532850 · Plan #001
- Total assets
- $64.2M
- Net assets
- $64.2M
- Active participants
- 900
- With balances
- 1,132
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $49,209 |