Amherst College Defined Contribution Retirement Plan
Sponsored by Amherst College Trustees · EIN 042103542 · Plan #001 · Amherst, MA
- Total assets
- $636M
- Net assets
- $636M
- Active participants
- 1,951
- With balances
- 3,890
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Account maintenance fees | $273,720 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $12,750 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $10,000 |