The Goucher College Defined Contribution Retirement Plan
Sponsored by Goucher College · EIN 520591613 · Plan #002
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 397
- With balances
- 999
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $10,000 |
| Cbiz Investment Advisory, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $9,336 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $837 |