Gettysburg College Tax Deferred Annuity Plan
Sponsored by Gettysburg College · EIN 231352641 · Plan #003
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 635
- With balances
- 1,170
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $78,295 |
| Insero And Co. Cpas, Llp | Accounting, Direct payment from the plan | $8,075 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $7,537 |
| Fidelity Inv Inst Operation Co, Llc | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $120 |