AUMdb

Ncaa Retirement Plan

Sponsored by National Collegiate Athletic Association · EIN 440567264 · Plan #001 · Indianapolis, IN

Total assets
$102M
Net assets
$102M
Active participants
589
With balances
661

Plan year beginning 01/01/2024 · Money purchase, 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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $57,509
Strategic Advisors, Inc. Investment advisory (plan) $17,566