Regis College Dc Retirement Plan
Sponsored by Regis College · EIN 042104451 · Plan #001
- Total assets
- $67.0M
- Net assets
- $67.0M
- Active participants
- 398
- With balances
- 798
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).
| Firm | Match | Plan year |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Regis College | Other services | $48,870 |
| Mayflower Financial Advisors Llc | Investment advisory (participants), Investment advisory (plan) | $20,000 |
| Tiaa | Custodial (other), Recordkeeping, Accounting | $18,528 |
| Aafcpas | Accounting | $10,245 |