AUMdb

Union College Retirement Plan

Sponsored by Union College · EIN 141338580 · Plan #001

Total assets
$407M
Net assets
$407M
Active participants
942
With balances
2,094

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Invest. Instit Oper Co Inc Participant loan processing, Recordkeeping fees, Account maintenance fees $66,705