AUMdb

Hampden Sydney College Defined Contribution Retirement Plan

Sponsored by Hampden Sydney College · EIN 540505906 · Plan #001

Total assets
$118M
Net assets
$118M
Active participants
425
With balances
741

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capfinancial Partners Other services $76,945
Tiaa Cref Other services $48,692
Fidelity Inv. Inst. Op. Co., Inc. Recordkeeping fees, Account maintenance fees $660