Rollins College Retirement Plan
Sponsored by Rollins College · EIN 590624440 · Plan #001
- Total assets
- $218M
- Net assets
- $218M
- Active participants
- 1,075
- With balances
- 1,159
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Institutional Plan Services | Participant loan processing, Other services, Account maintenance fees | $174,931 |
| Voya Retirement Advisors | Investment advisory (participants) | $105,006 |
| Cerity | Investment advisory (participants) | $88,459 |
| Forvis | Accounting | $14,600 |