Ithaca College 403(b) Retirement Plan
Sponsored by Ithaca College · EIN 150532204 · Plan #001
- Total assets
- $635M
- Net assets
- $635M
- Active participants
- 1,595
- With balances
- 3,648
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 |
| Fiducient Advisors Llc CRD 106720 | 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) | $163,233 |
| Flexpath Strategies, Llc | Investment management, Other services, Direct payment from the plan | $132,025 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $93,504 |
| Nfp Retirement, Inc. | Investment advisory (plan), Direct payment from the plan | $45,500 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $29,768 |