Occidental College 403(b) Retirement Plan
Sponsored by Occidental College · EIN 951667177 · Plan #002
- Total assets
- $321M
- Net assets
- $321M
- Active participants
- 734
- With balances
- 1,807
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bfsg, Llc CRD 143617 | 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) | $128,357 |
| Benefit Financial Services Group | Investment management, Direct payment from the plan, Investment management fees (indirect) | $35,000 |