Colgate University Defined Contribution Retirement
Sponsored by Colgate University · EIN 150532078 · Plan #001
- Total assets
- $568M
- Net assets
- $568M
- Active participants
- 1,002
- With balances
- 2,593
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $109,799 |
| Tiaa | Consulting (general) | $93,564 |
| Gallagher Fiduciary Services, Llc | Consulting (general) | $35,000 |
| Bonadio & Co., Llp | Accounting | $12,500 |