AUMdb

University Of New England Defined Contribution Plan

Sponsored by University Of New England · EIN 010211810 · Plan #001

Total assets
$249M
Net assets
$249M
Active participants
1,230
With balances
1,922

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Fid Inv Inst Ops Co Investment management, Participant loan processing, Direct payment from the plan $74,916
Guidance Point Retirement Services Consulting (general), Direct payment from the plan $16,000