AUMdb

Bucknell University Defined Contribution Retirement Plan

Sponsored by Bucknell University · EIN 240772407 · Plan #002

Total assets
$673M
Net assets
$673M
Active participants
1,611
With balances
3,640

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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 Contract administrator, Recordkeeping, Participant loan processing $289,431
Fiducient Advisors, Llc Investment advisory (plan), Direct payment from the plan $101,374
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $220