Macalester College 403(b) Retirement Plan
Sponsored by Macalester College · EIN 410693962 · Plan #001
- Total assets
- $273M
- Net assets
- $273M
- Active participants
- 696
- With balances
- 1,471
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $214,889 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $8,000 |