Institute For Supply Management 403(b) Tda Plan
Sponsored by Institute For Supply Management · EIN 135265940 · Plan #002
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 57
- With balances
- 154
Plan year beginning 09/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $7,914 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $6,590 |