AUMdb

Brandeis University Defined Contribution Retirement Plan For Nonexempt Employees

Sponsored by Brandeis University · EIN 042103552 · Plan #002

Total assets
$52.2M
Net assets
$52.2M
Active participants
617
With balances
886

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 Participant loan processing, Recordkeeping fees, Account maintenance fees $16,402
Tiaa Participant loan processing, Recordkeeping fees, Account maintenance fees $175