Muhlenberg College Retirement Plan
Sponsored by Muhlenberg College · EIN 231352664 · Plan #001
- Total assets
- $177M
- Net assets
- $176M
- Active participants
- 596
- With balances
- 1,230
Plan year beginning 01/01/2024 · Default investment account (QDIA)
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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $84,805 |
| Captrust | Investment management, Direct payment from the plan | $45,000 |
| Tait, Weller Llp | Accounting, Direct payment from the plan | $9,500 |