Belmont Abbey College Retirement Plan
Sponsored by Belmont Abbey College, Inc. · EIN 560547498 · Plan #002
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 286
- With balances
- 551
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Other fees, Direct payment from the plan | $58,537 |
| Tiaa Teachers Insurance & Annuity | Recordkeeping, Custodial (securities), Other services | $51,999 |