The Dr Miriam And Sheldon G Adelson Educational Institute 403(b) Erisa Plan
Sponsored by The Dr Miriam And Sheldon G Adelson Educational Institute · EIN 942701113 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 214
- With balances
- 155
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Recordkeeping fees, Other fees | $34,283 |
| National Benefit Services, Llc | Plan administrator, Recordkeeping, Recordkeeping fees | $2,925 |
| Lpl Financial Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |