Mcdaniel College Defined Contribution Retirement Plan
Sponsored by Mcdaniel College · EIN 520591694 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 857
- With balances
- 932
Plan year beginning 06/01/2024 · 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $91,710 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $44,226 |
| Sc & H Attest Services, P.C. | Accounting, Direct payment from the plan | $10,400 |