Retirement Plan For Employees Of Rehabilitation Institute Of Chicago
Sponsored by Rehabilitation Institute Of Chicago Dba Shirley Ryan Abilitylab · EIN 362256036 · Plan #001
- Total assets
- $217M
- Net assets
- $203M
- Active participants
- 396
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Monticelloam, Llc CRD 173553 | fuzzy_auto · 97% | 2024 |
| Schauer Investment Management, Inc. CRD 283119 | fuzzy_auto · 93% | 2024 |
| W. H. Reaves & Co., Inc. CRD 3140 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Direct payment from the plan | $191,219 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $78,840 |
| Crowe Llp | Accounting, Direct payment from the plan | $73,254 |
| Monticello | Investment advisory (plan), Direct payment from the plan | $68,750 |
| Scout Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $31,196 |
| Reams Asset Management Company Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $9,225 |