AUMdb

Mercy University Retirement Plan

Sponsored by Mercy University · EIN 131967321 · Plan #002

Total assets
$121M
Net assets
$121M
Active participants
785
With balances
1,376

Plan year beginning 01/01/2024 · 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
Cap Financial Partners,Llc Direct payment from the plan, Insurance brokerage commissions $50,625
Empower Life & Annuiry Insurance Direct payment from the plan, Recordkeeping fees $150