Knox College Retirement Plan
Sponsored by Knox College · EIN 370673513 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 355
- With balances
- 777
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).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $74,653 |
| Planpilot, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $26,000 |
| Smith & Howard, Pc | Accounting | $11,000 |