International Research And Exchanges Board Inc. Dc Plan
Sponsored by International Research And Exchanges Board Inc. · EIN 223087809 · Plan #001
- Total assets
- $48.0M
- Net assets
- $48.0M
- Active participants
- 378
- With balances
- 618
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 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 (participants), Investment advisory (plan), Investment management | $40,000 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,590 |
| Tiaa | Recordkeeping, Direct payment from the plan | $125 |