Hartwick College 403(b) Retirement Plan
Sponsored by Hartwick College · EIN 150533561 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 467
- With balances
- 779
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 | Recordkeeping, Recordkeeping fees, Account maintenance fees | $67,642 |
| Fiduciary Investment Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $33,011 |
| Berrydunn | Accounting | $15,000 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $895 |