Emerson College Tax Deferred Annuity Plan
Sponsored by Emerson College · EIN 041286950 · Plan #001
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 638
- With balances
- 1,908
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $147,182 |
| Mma Securities Llc | Investment management fees (direct), Investment advisory (plan) | $37,500 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,700 |
| Tiaa | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,331 |
| Valic | Participant loan processing, Recordkeeping fees, Account maintenance fees | $270 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $89 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |