Hamline University 403(b) Retirement Plan
Sponsored by Trustees Of The Hamline University Of Minnesota · EIN 410693960 · Plan #001
- Total assets
- $167M
- Net assets
- $167M
- Active participants
- 438
- With balances
- 1,419
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 |
|---|---|---|
| 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) | $80,911 |
| Planpilot, Llc | Consulting (general), Investment management, Direct payment from the plan | $33,141 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $5,600 |