Marist College Defined Contribution Retirement Plan
Sponsored by Marist College · EIN 141442493 · Plan #001
- Total assets
- $342M
- Net assets
- $342M
- Active participants
- 945
- With balances
- 1,949
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Custodial (other), Direct payment from the plan | $140,810 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $131,205 |
| Grant Thornton, Llp | Recordkeeping, Consulting (pension), Investment advisory (plan) | $18,000 |
| Marist College | Accounting, Participant communication | $13,800 |
| Cap Financial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $13,750 |