AUMdb

Smith College Defined Contribution Retirement Plan

Sponsored by Smith College · EIN 041843040 · Plan #002

Total assets
$629M
Net assets
$629M
Active participants
1,903
With balances
3,358

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Angell Pension Group, Inc. Other fees $11,443
Mp P.C. Other fees $11,050
Paradise Copies Llc Other fees $10,272
Global Retirement Partners, Llc Other fees $10,000
Global Retirement Partners Other fees $5,000
Fidelity Invst Institutional Opp Co Participant loan processing, Recordkeeping fees, Account maintenance fees $1,053