AUMdb

La Jolla Institute For Immunology Retirement Savings Plan

Sponsored by La Jolla Institute For Immunology · EIN 330328688 · Plan #001

Total assets
$90.2M
Net assets
$90.2M
Active participants
347
With balances
821

Plan year beginning 01/01/2024 · 401(k)

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $177,751
Global Retirement Partners, Llc Investment advisory (plan), Other fees $0
Actuarial Benefits Corp. Contract administrator, Other services, Other fees $0
Tiaa Teachers Ins&Ann Assoc Of Amer Investment advisory (plan) $0