Davidson College Tax Deferred Annuity Plan
Sponsored by Davidson College · EIN 560529961 · Plan #002
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Custodial (securities), Securities brokerage commissions, Recordkeeping fees | $49,364 |
| Fidelity Investments | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $20,136 |
| Capfinancial Partners | Investment advisory (plan) | $12,147 |
| Long Cpa, Pllc | Accounting | $8,000 |