The American College Tax Deferred Annuity Plan
Sponsored by The American College · EIN 231352008 · Plan #002
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 190
- With balances
- 331
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment management fees (indirect), Investment advisory (plan) | $36,000 |
| Nationwide | Recordkeeping, Recordkeeping fees | $14,680 |