AUMdb

College Entrance Examination Board Retirement Plan

Sponsored by College Board · EIN 131623965 · Plan #003 · New York, NY

Total assets
$599M
Net assets
$599M
Active participants
676
With balances
2,369

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, 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
O'connor Davies, Llp Accounting $38,430
Captrust Consulting fees $23,210
Captrust Consulting fees $7,596