AUMdb

Supplemental Retirement Accounts For All Employees Of Dartmouth College

Sponsored by Trustees Of Dartmouth College · EIN 020222111 · Plan #003

Total assets
$1.1B
Net assets
$1.1B
Active participants
4,433
With balances
6,829

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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
Tiaa Other fees $79,227
Fidelity Inv Inst Operations Co Inc Participant loan processing, Recordkeeping fees, Account maintenance fees $63,211