Carleton College Defined Contribution Plan
Sponsored by Carleton College · EIN 410694747 · Plan #001
- Total assets
- $397M
- Net assets
- $397M
- Active participants
- 930
- With balances
- 2,202
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
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 | Investment management, Participant loan processing, Direct payment from the plan | $198,802 |
| Multnomah Group, Inc | Consulting (general), Direct payment from the plan, Consulting fees | $49,994 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $17,430 |