Institute Of International Education 403(b) Retirement Plan
Sponsored by Institute Of International Education, Inc. · EIN 131624046 · Plan #015
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 556
- With balances
- 1,417
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Fidelity Investment Institutional | Recordkeeping fees, Participant loan processing, Account maintenance fees | $127,758 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $90 |