AUMdb

College For Creative Studies 403(b) Retirement Plan

Sponsored by College For Creative Studies · EIN 381550064 · Plan #002

Total assets
$50.6M
Net assets
$50.6M
Active participants
600
With balances
895

Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed

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
Tiaa Cref Custodial (other), Custodial (securities), Investment advisory (participants) $63,496
Merrill Lynch Pfs Incorporated Investment advisory (plan), Direct payment from the plan $33,750
Invesco Advisers, Inc. Investment management fees (direct), Investment management fees (indirect), Direct payment from the plan $270
American Funds Investment management fees (direct), Investment management fees (indirect), Direct payment from the plan $260
Massachusetts Financial Svc. Co. Direct payment from the plan, Investment management fees (direct), Investment management fees (indirect) $75