The Institute For Supply Management, Inc. Tiaa Cref Retirement Plan No. 1
Sponsored by Institute For Supply Management, Inc. · EIN 135265940 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 56
- With balances
- 207
Plan year beginning 09/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
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 | $9,460 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $8,731 |