Marietta College Retirement Plan For Eligible Employees
Sponsored by Marietta College · EIN 314379584 · Plan #001
- Total assets
- $79.0M
- Net assets
- $79.0M
- Active participants
- 302
- With balances
- 699
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $58,761 |
| National Financial Services | Securities brokerage | $0 |