AUMdb

Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 403(b) Retirement Plan

Sponsored by Rehabilitation Institute Of Chicago Dba Shirley Ryan Abilitylab · EIN 362256036 · Plan #002

Total assets
$53.4M
Net assets
$53.4M
Active participants
269
With balances
357

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $69,667
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $1,540
Empower Annuity Ins. Co. Of America Recordkeeping fees $1,361
Northwestern Mutual Wealth Mgmt Co. Investment advisory (plan), Other fees $0