AUMdb

Cedar Crest College Dc And Tda Retirement Plan

Sponsored by Cedar Crest College · EIN 231365953 · Plan #001

Total assets
$52.5M
Net assets
$52.5M
Active participants
484
With balances
575

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Teachers Ins & Annuity Assoc Recordkeeping $53,796
Commonwealth Financial Network Investment advisory (plan) $31,934