Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Oberlin College · EIN 340714363 · Plan #001
- Total assets
- $529M
- Net assets
- $529M
- Active participants
- 1,232
- With balances
- 2,351
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Svcs Llc | Investment management, Direct payment from the plan | $122,825 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $82,774 |
| Maloney + Novotny Llc | Accounting | $22,275 |
| Ameriprise Financial Services, Inc. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $0 |