Colby College Retirement Plan
Sponsored by The President & Trustees Of Colby College · EIN 010211497 · Plan #001
- Total assets
- $297M
- Net assets
- $297M
- Active participants
- 996
- With balances
- 1,828
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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) | $84,277 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $25,000 |