Bentley University Retirement Plan
Sponsored by Bentley University · EIN 041081650 · Plan #001
- Total assets
- $500M
- Net assets
- $500M
- Active participants
- 1,279
- With balances
- 2,736
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).
| 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 |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping fees, Participant loan processing, Account maintenance fees | $154,521 |
| Tiaa | Contract administrator, Direct payment from the plan | $112,678 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $19,784 |
| Baker Tilly Us, Llp | Legal | $8,450 |