The Hilbert College Retirement Plan
Sponsored by Hilbert College · EIN 166031585 · Plan #001
- Total assets
- $36.0M
- Net assets
- $36.0M
- Active participants
- 116
- With balances
- 283
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $31,911 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $9,000 |