Merrimack College 403(b) Retirement Plan
Sponsored by Merrimack College · EIN 042103731 · Plan #001
- Total assets
- $185M
- Net assets
- $185M
- Active participants
- 1,171
- With balances
- 1,285
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan) | $50,000 |
| Cbiz Cpas P.C. | Accounting | $29,850 |
| The Angell Pension Group, Inc. | Contract administrator | $18,712 |
| Tiaa | Recordkeeping | $1,075 |