Babson College Retirement Plan
Sponsored by Babson College · EIN 042103544 · Plan #001
- Total assets
- $478M
- Net assets
- $478M
- Active participants
- 1,269
- With balances
- 2,408
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invest Institutional Opps | Participant loan processing, Recordkeeping fees, Account maintenance fees | $107,980 |
| Caron & Bleter, Pllc | Other fees | $30,565 |
| The Angell Pension Group, Inc | Other fees | $19,012 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,259 |