Doane University Defined Contribution Retirement Plan
Sponsored by Doane University · EIN 470377991 · Plan #001
- Total assets
- $43.7M
- Net assets
- $43.7M
- Active participants
- 347
- With balances
- 503
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $78,208 |
| Mariner Retirement Advisors | Investment advisory (plan) | $38,032 |
| Baker Tilly Us, Llp | Accounting | $13,842 |
| Ascensus Holdings Dba Futureplan | Contract administrator | $2,220 |
| Empower Advisory Group | Investment management | $1,720 |
| Bkd Llp | Accounting | $1,494 |
| Ascensus Inc | Other fees | $0 |