Carlow University Defined Contribution Plan
Sponsored by Carlow University · EIN 250965438 · Plan #001
- Total assets
- $56.1M
- Net assets
- $56.1M
- Active participants
- 369
- With balances
- 680
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Global Retirement Partners, Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $30,000 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $750 |