Kenyon College Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Kenyon College · EIN 314379507 · Plan #003
- Total assets
- $323M
- Net assets
- $323M
- Active participants
- 667
- With balances
- 1,758
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).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Plan administrator, Recordkeeping, Other fees | $131,599 |
| Cbiz Investment Advisory Services | Consulting (general), Investment advisory (plan), Other fees | $32,140 |