Iit Research Institute Employees' Tax Sheltered Annuity Plan
Sponsored by Iit Research Institute · EIN 362169122 · Plan #009 · Chicago, IL
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 114
- With balances
- 764
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Planpilot, Llc | Investment advisory (plan) | $42,220 |
| Smith And Howard, Pc | Accounting | $10,000 |
| Jmm Cpa Pc | Accounting | $4,500 |
| Law Offices Of Allen T Steinberg | Legal | $3,825 |
| Fascore, Llc | Recordkeeping fees | $255 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $0 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$48,978 |