AUMdb

Clark University Retirement Plan

Sponsored by Clark University · EIN 042111203 · Plan #002

Total assets
$378M
Net assets
$378M
Active participants
854
With balances
1,771

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

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) $102,720
Fiducient Advisors, Llc Investment advisory (plan), Direct payment from the plan $75,154
Fidelity Investments Institutional Participant loan processing, Direct payment from the plan, Recordkeeping fees $43,270