Institute On Aging 403(b) Plan
Sponsored by Institute On Aging · EIN 942978977 · Plan #002
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 885
- With balances
- 610
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $57,659 |
| Sageview Advisory Group, Llc | Investment management | $22,988 |
| Institute On Aging | Contract administrator | $11,483 |