College Foundation, Inc. Defined Contribution Retirement Plan
Sponsored by College Foundation, Inc. · EIN 566046937 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 144
- With balances
- 278
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| College Foundation | Plan administrator | $17,850 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $1,625 |