Williams College Retirement Income Plan
Sponsored by Williams College · EIN 042104847 · Plan #001
- Total assets
- $701M
- Net assets
- $701M
- Active participants
- 1,525
- With balances
- 3,205
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | 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) | $187,065 |
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $76,502 |
| Mp, P.C. | Accounting, Direct payment from the plan | $18,165 |