Philadelphia College Of Osteopathic Medicine Retirement Plan
Sponsored by Philadelphia College Of Osteopathic Medicine · EIN 222691757 · Plan #003
- Total assets
- $237M
- Net assets
- $237M
- Active participants
- 1,439
- With balances
- 1,495
Plan year beginning 07/01/2024 · Default investment account (QDIA), Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $93,203 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $56,250 |
| J.L. Kreischer,Pc Et Al Ptrs | Accounting, Direct payment from the plan | $16,500 |
| Mma Securities Llc | Investment advisory (plan), Direct payment from the plan | $12,826 |
| Tiaa | Contract administrator, Direct payment from the plan | $250 |