The New England College Of Optometry Defined Contribution Retirement Plan
Sponsored by The New England College Of Optometry · EIN 041591060 · Plan #001
- Total assets
- $49.4M
- Net assets
- $49.4M
- Active participants
- 217
- With balances
- 348
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan), Other commissions | $41,055 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $0 |