Champlain College Defined Contribution Retirement Plan
Sponsored by Champlain College Incorporated · EIN 030220266 · Plan #002
- Total assets
- $116M
- Net assets
- $116M
- Active participants
- 396
- With balances
- 810
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $92,564 |
| Pensionmark Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $24,290 |
| Mcsoley Mccoy & Co. | Accounting, Direct payment from the plan | $15,500 |
| Setaway Llc | Accounting, Contract administrator, Recordkeeping | $14,864 |