Stonehill College 403(b) Retirement Savings Plan
Sponsored by Stonehill College · EIN 042104229 · Plan #001
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 815
- With balances
- 1,094
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $107,563 |
| Tiaa Teachers Insurance And Annuity | Plan administrator | $85,422 |
| Cbiz Cpa's Pc | Accounting | $20,879 |
| Axiom Global | Legal | $6,900 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $366 |