Institute For Systems Biology Defined Contribution Retirement Plan
Sponsored by Institute For Systems Biology · EIN 912003593 · Plan #001
- Total assets
- $79.1M
- Net assets
- $79.1M
- Active participants
- 246
- With balances
- 593
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $24,264 |
| Usi Consulting Group | Recordkeeping, Investment advisory (participants), Investment advisory (plan) | $12,713 |
| Charles Schwab Bank/Trust Company | Custodial (other), Custodial (securities), Investment management fees (indirect) | $4,578 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |