Lafayette College Retirement Plan
Sponsored by Lafayette College · EIN 240795686 · Plan #001
- Total assets
- $479M
- Net assets
- $479M
- Active participants
- 1,206
- With balances
- 2,270
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Direct payment from the plan, Recordkeeping fees | $85,436 |
| Fiducient Advisors, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $51,340 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Direct payment from the plan | $42,792 |
| Grant Thornton, Llp | Accounting, Direct payment from the plan | $35,484 |