Converse University Defined Contribution Retirement Plan
Sponsored by Converse College · EIN 570314380 · Plan #001
- Total assets
- $45.4M
- Net assets
- $45.4M
- Active participants
- 160
- With balances
- 420
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Asset Advisory Services, Llc. CRD 110929 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $33,569 |
| Capital Asset Advisory Services | Investment advisory (plan) | $23,404 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees | $96 |