AUMdb

Swarthmore College Regular Retirement Plan

Sponsored by Swarthmore College · EIN 231352683 · Plan #001

Total assets
$462M
Net assets
$462M
Active participants
1,171
With balances
2,133

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
Mma Securities Participant loan processing, Other fees $52,500
Torrillo And Associates Accounting, Direct payment from the plan $25,700
The Vanguard Group Participant loan processing, Other fees $5,375