Nichols School Tiaa Cref Retirement Plan
Sponsored by Nichols School Of Buffalo · EIN 160755808 · Plan #002
- Total assets
- $45.2M
- Net assets
- $45.2M
- Active participants
- 142
- With balances
- 309
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annuity | Recordkeeping, Recordkeeping fees, Account maintenance fees | $11,027 |
| Global Retirement Partners | Insurance agents and brokers, Investment advisory (participants) | $0 |
| Actuarial Consulting Services | Other services, Distribution (12b-1) fees | $0 |
| Lumsden & Mccormick Llp | Accounting | $0 |