Centre College Retirement Plan
Sponsored by Centre College · EIN 610444671 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 503
- With balances
- 884
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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
| Ballast, Inc. CRD 152695 | 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) | $85,869 |
| Planpilot, Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $56,534 |
| Ballast, Inc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $8,981 |
| Forvis, Mazars Llp | Accounting, Direct payment from the plan | $7,087 |