AUMdb

Bowdoin College Retirement Plan

Sponsored by Bowdoin College · EIN 010215213 · Plan #004 · Brunswick, ME

Total assets
$277M
Net assets
$277M
Active participants
928
With balances
1,867

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Money purchase, 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
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees, Securities brokerage commissions $129,316
Fiducient Advisors Llc Consulting (general) $22,217
Berry Dunn Mcneil & Parker Llc Accounting $10,000