Calvin University 403(b) Retirement Plan
Sponsored by Calvin University · EIN 383071514 · Plan #001
- Total assets
- $235M
- Net assets
- $235M
- Active participants
- 1,188
- With balances
- 1,668
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Contract administrator, Investment management, Direct payment from the plan | $143,715 |
| Raymond James & Associates | Consulting (general), Investment advisory (participants), Direct payment from the plan | $99,853 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $10,700 |
| The Vanguard Group, Inc. | Direct payment from the plan, Investment management fees (indirect), Float revenue | $420 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $300 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $96 |