Kettering University Retirement Plan
Sponsored by Kettering University · EIN 382410852 · Plan #001
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 348
- With balances
- 893
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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $79,371 |
| Millennium Advisory Services, Inc | Investment management, Direct payment from the plan | $75,488 |
| Planpilot, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $42,559 |
| Bkd, Llp | Accounting, Direct payment from the plan | $8,000 |