Grinnell College Employees Retirement Savings Plan
Sponsored by Trustees Of Grinnell College · EIN 420680387 · Plan #001
- Total assets
- $374M
- Net assets
- $374M
- Active participants
- 869
- With balances
- 2,030
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Direct payment from the plan, Investment management | $156,407 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan, Consulting fees | $59,767 |
| Spencer Fane Britt & Browne Llp | Direct payment from the plan, Other fees | $20,186 |
| Cliftonlarsonallen Llp | Investment advisory (plan), Direct payment from the plan, Consulting fees | $17,325 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $72 |