AUMdb

Holy Cross Retirement Plan For Nonexempt Employees

Sponsored by Trustees Of The College Of The Holy Cross · EIN 042103558 · Plan #002

Total assets
$86.7M
Net assets
$86.3M
Active participants
271
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Silchester International Investors Llp CRD 110987 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mercer, Inc Actuarial $159,780
Silchester International Investors Investment management $101,256
Fiducient Advisors Consulting (general) $61,599
The Bank Of New York Mellon Custodial (other), Custodial (securities) $56,314
Verrill Dana Legal $6,975