AUMdb

Caldwell University Defined Contribution Retirement Plan

Sponsored by Caldwell University · EIN 221500483 · Plan #001

Total assets
$58.1M
Net assets
$58.1M
Active participants
167
With balances
400

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tiaa Teachers Insurance & Annuity Recordkeeping fees, Account maintenance fees $3,093