Hobart And William Smith Colleges Retirement Plan
Sponsored by Hobart And William Smith Colleges · EIN 160743040 · Plan #002
- Total assets
- $241M
- Net assets
- $241M
- Active participants
- 651
- With balances
- 1,414
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $84,642 |
| Bonadio & Co. Llp | Accounting, Direct payment from the plan | $28,850 |
| Global Retirement Partners, Llc | Investment advisory (plan), Direct payment from the plan | $18,563 |
| Mayflower Financial Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $6,188 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |