Cash Balance Pension Plan For Staff Employees Of Mount Holyoke College
Sponsored by Mount Holyoke College · EIN 042103578 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 68
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Kaplan Llc CRD 128244 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Recordkeeping, Consulting (pension) | $77,206 |
| Shepherd Kaplan Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $46,386 |
| Aetna Life Insurance Company | Contract administrator, Investment management fees (direct), Other insurance fees and expenses | $14,758 |
| Moriarty & Primack, P.C. | Accounting, Direct payment from the plan | $10,000 |