Bates College 403(b) Retirement Plan
Sponsored by President And Trustees Of Bates College · EIN 010211781 · Plan #002
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 1,045
- With balances
- 1,852
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | 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) | $81,907 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $23,760 |
| Bdmp Assurance, Llp | Accounting, Direct payment from the plan | $14,300 |