College Association At Delhi, Inc. Retirement Plan
Sponsored by College Association At Delhi, Inc. · EIN 150591271 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 118
- With balances
- 110
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment management | $28,391 |
| Teachers Insurance & Annuity Assoc | Contract administrator | $6,688 |