AUMdb

Guilford College Defined Contribution Plan

Sponsored by Guilford College · EIN 560529982 · Plan #001

Total assets
$82.8M
Net assets
$82.8M
Active participants
293
With balances
953

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024
The Variable Annuity Life Insurance Company CRD 104561 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) $36,410
Mma Securities Llc Investment management, Direct payment from the plan $15,275
Variable Annuity Life Insurance Co Custodial (securities), Investment advisory (participants), Investment management $3,931