Norwich University Defined Contribution Retirement Plan
Sponsored by Norwich University · EIN 030179424 · Plan #001
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 1,016
- With balances
- 1,665
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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | 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) | $79,018 |
| Nfp Retirement Inc | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Flexpath Strategies, Llc | Investment advisory (plan), Direct payment from the plan | $44,318 |
| Berry Dunn Mcneil & Parker, Llc | Accounting, Direct payment from the plan | $16,200 |