AUMdb

Tabor College Retirement Plan

Sponsored by Tabor College, Inc. · EIN 480556726 · Plan #004

Total assets
$23.3M
Net assets
$23.3M
Active participants
127
With balances
377

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mariner Wealth Advisors Ic, Llc CRD 289886 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Mariner Wealth Advisors Llc Investment advisory (participants) $21,164
Tiaa Recordkeeping fees $16,476
Lincoln National Corporation Contract administrator $250