The Independent School Group Retirement Plan (Misbo)
Sponsored by Mid South Independent School Business Officers, Inc. · EIN 582057721 · Plan #005
- Total assets
- $395M
- Net assets
- $395M
- Active participants
- 2,981
- With balances
- 4,649
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $166,252 |
| Resources Investment Advisors | Investment advisory (plan), Direct payment from the plan | $86,902 |
| Clifton Larson Allen, Llp | Accounting, Direct payment from the plan | $27,508 |
| Resources Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $27,232 |
| Tiaa Teachers Insurance And Annui | Recordkeeping, Recordkeeping fees | $24,903 |
| Acess Retirement Services | Consulting (general), Direct payment from the plan | $13,220 |
| Lbmc, Pc | Accounting, Direct payment from the plan | $13,000 |
| Lincoln National Corporation | Contract administrator, Recordkeeping | $1,550 |
| Principle Life Insurance Company | Contract administrator, Recordkeeping | $1 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Recordkeeping fees | $0 |