Concordia College Retirement Plan
Sponsored by Concordia College · EIN 410693977 · Plan #001
- Total assets
- $194M
- Net assets
- $194M
- Active participants
- 644
- With balances
- 1,456
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 |
|---|---|---|
| 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) | $80,612 |
| Planpilot, Llc | Investment advisory (plan), Direct payment from the plan | $74,158 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $17,430 |