AUMdb

Catawba College Retirement Plan

Sponsored by Catawba College · EIN 560530251 · Plan #001

Total assets
$46.9M
Net assets
$46.9M
Active participants
398
With balances
681

Plan year beginning 01/01/2024

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
Tiaa Contract administrator $38,945
Oppenheimer & Co. Inc Investment management fees (direct) $32,841