College Of The Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan
Sponsored by Trustees Of The College Of The Holy Cross · EIN 042103558 · Plan #001
- Total assets
- $402M
- Net assets
- $402M
- Active participants
- 954
- With balances
- 2,079
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Harvard Square Financial Planning, Llc CRD 166131 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Ins Ops Co, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $97,973 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $40,000 |
| Harvard Square Financial Planning L | Consulting (general), Investment advisory (participants), Direct payment from the plan | $38,435 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $0 |