AUMdb

Stephens College Dc Retirement Plan

Sponsored by Stephens College · EIN 430670936 · Plan #002

Total assets
$26.4M
Net assets
$26.4M
Active participants
312
With balances
816

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Custodial (securities), Recordkeeping fees $12,849
Fidelity Investments Recordkeeping fees, Account maintenance fees, Recordkeeping $2,108