Children's Institute, Inc. Retirement Plan
Sponsored by Children's Institute, Inc. · EIN 951641424 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 0
- With balances
- 316
Plan year beginning 07/01/2024 · Money purchase, Profit-sharing, ERISA 404(c) participant-directed
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 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $5,988 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $2,026 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |