Davidson College Retirement Plan
Sponsored by Davidson College · EIN 560529961 · Plan #001
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 422
- With balances
- 1,062
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $62,374 |
| Capfinancial Partners Llc | Investment advisory (plan) | $42,075 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $21,798 |