Pratt Institute Defined Contribution Retirement Plan
Sponsored by Pratt Institute · EIN 111630822 · Plan #001
- Total assets
- $258M
- Net assets
- $258M
- Active participants
- 989
- With balances
- 1,775
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $72,550 |
| Mayflower Financial Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $41,500 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $33,075 |