St. Olaf College 403(b) Retirement Plan
Sponsored by St. Olaf College · EIN 410693979 · Plan #001
- Total assets
- $327M
- Net assets
- $327M
- Active participants
- 862
- With balances
- 2,037
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $206,549 |
| Mercer Investment Consulting, Inc. | Investment advisory (plan), Direct payment from the plan | $80,000 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $17,550 |