AUMdb

Olivet College Dc Retirement Plan

Sponsored by Olivet College · EIN 381459365 · Plan #001

Total assets
$23.9M
Net assets
$23.9M
Active participants
223
With balances
386

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Miller Financial Services, Inc. CRD 339220 deterministic · 100% 2024
Flexible Plan Investments Ltd CRD 110762 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Miller Financial Services, Llc Investment advisory (plan) $20,222
Tiaa Plan administrator $17,629
Flexible Plan Investments, Ltd Investment advisory (plan) $13,937