AUMdb

Barnard College 403(b) Plan

Sponsored by Barnard College · EIN 131628149 · Plan #001

Total assets
$441M
Net assets
$441M
Active participants
905
With balances
2,184

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Teachers Insurance And Annui Insurance services, Direct payment from the plan, Recordkeeping fees $191,759
Fiducient Advisors, Llc Investment management, Direct payment from the plan, Investment management fees (direct) $27,874
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees, Investment advisory (plan) $25,646
Insero And Co. Cpas, Llp Accounting, Direct payment from the plan $15,000
Fidelity Investments Institutional Insurance services, Direct payment from the plan, Recordkeeping fees $8,400