King's College Defined Contribution Retirement Plan
Sponsored by King's College · EIN 240804602 · Plan #003
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 360
- With balances
- 777
Plan year beginning 07/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment management, Direct payment from the plan | $47,500 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $12,775 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $3,580 |