AUMdb

Hillsdale College Defined Contribution Retirement Plan

Sponsored by Hillsdale College · EIN 381374230 · Plan #001

Total assets
$205M
Net assets
$205M
Active participants
836
With balances
1,256

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Cref Recordkeeping fees, Account maintenance fees $1,503,774
Tfo Tdc Llc Consulting (general), Direct payment from the plan $241,121
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $98,322
Vanguard Direct payment from the plan, Recordkeeping fees, Account maintenance fees $4,892
Fidelity Inv Institutional Op Recordkeeping fees, Account maintenance fees $1,530
National Financial Services Securities brokerage, Securities brokerage commissions $0