Brandeis University Defined Contribution Plan For Faculty, Professional, And Administrative Employees
Sponsored by Brandeis University · EIN 042103552 · Plan #001
- Total assets
- $855M
- Net assets
- $855M
- Active participants
- 1,994
- With balances
- 3,497
Plan year beginning 01/01/2024 · Automatic enrollment, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $192,537 |
| Fiducient Advisors Llc | Consulting fees | $95,130 |
| Caron & Bletzer, Pllc | Accounting | $17,000 |
| Tiaa | Participant loan processing, Recordkeeping fees, Account maintenance fees | $175 |