Otis College Of Art And Design 403(b) Retirement Plan
Sponsored by Otis College Of Art And Design · EIN 132981115 · Plan #001
- Total assets
- $53.8M
- Net assets
- $53.8M
- Active participants
- 624
- With balances
- 762
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Keefer Pension Consulting Inc. | Consulting (general), Consulting fees | $76,871 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $58,579 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |