Baker University Defined Contribution Retirement Plan
Sponsored by Baker University · EIN 480543766 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 195
- With balances
- 298
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $35,624 |
| Oneamerica Retirement Service, Llc | Recordkeeping, Copying and duplicating, Participant communication | $31,562 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |