Colorado College Retirement Benefit Plan
Sponsored by Colorado College · EIN 840402510 · Plan #001
- Total assets
- $382M
- Net assets
- $382M
- Active participants
- 737
- With balances
- 1,894
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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | 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) | $201,769 |
| Multnomah Group, Inc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $53,950 |
| Insero & Co. Cpas, Llp | Accounting, Direct payment from the plan | $21,000 |