Houghton University Defined Contribution Plan
Sponsored by Houghton University · EIN 160743045 · Plan #001
- Total assets
- $57.5M
- Net assets
- $57.5M
- Active participants
- 141
- With balances
- 490
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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) | $15,858 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $8,975 |
| Lumsden & Mccormick Llp | Accounting, Direct payment from the plan | $8,000 |