AUMdb

The College Of Idaho 403(b) Retirement Plan

Sponsored by The College Of Idaho · EIN 820200906 · Plan #001

Total assets
$49.6M
Net assets
$49.6M
Active participants
280
With balances
532

Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ameriprise Financial Services, Llc CRD 6363 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valic Retirement Services Company Custodial (securities), Investment management, Legal $40,556
Ameriprise Financial Accounting, Actuarial, Claims processing $11,842