Wellesley College 403(b) Retirement Plan
Sponsored by Wellesley College · EIN 042103637 · Plan #002
- Total assets
- $787M
- Net assets
- $787M
- Active participants
- 1,326
- With balances
- 3,555
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 |
|---|---|---|
| Fiducient Advisors, Llc | Other fees | $50,139 |
| Harvard Square Financial Planning | Other fees | $22,000 |
| The Angell Pension Group, Inc | Contract administrator | $13,409 |
| Harry K. Friedman | Other fees | $8,309 |
| Mp, P.C. | Other fees | $7,250 |
| Fidelity Inv Inst Oper Company Inc | Recordkeeping fees, Account maintenance fees | $2,066 |