AUMdb

Tax Deferred Annuity Program For Employees Of The Conference Board, Inc. (U.S. Staff Members)

Sponsored by The Conference Board, Inc. · EIN 131624108 · Plan #003

Total assets
$65.3M
Net assets
$65.3M
Active participants
252
With balances
509

Plan year beginning 07/01/2024

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
Tiaa Contract administrator, Recordkeeping, Trustee (institutional) $65,846