AUMdb

Meredith College Retirement Plan

Sponsored by Meredith College · EIN 560530242 · Plan #003

Total assets
$94.1M
Net assets
$94.1M
Active participants
419
With balances
880

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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, Investment advisory (participants), Other investment fees and expenses $54,154
Verity Asset Management Recordkeeping $8,647