Huntingdon College Retirement Annuity Plan Tiaa Cref
Sponsored by Huntingdon College · EIN 630288841 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 267
- With balances
- 476
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Participant communication | $36,050 |
| Teachers Insurance And Annuity Asso | Plan administrator, Recordkeeping, Investment management | $34,216 |
| Huntingdon Collete | Accounting | $28,675 |