Euromoney Institutional Investor Savings & Investment Plan
Sponsored by Institutional Investor, Llc · EIN 132790024 · Plan #003
- Total assets
- $98.7M
- Net assets
- $98.7M
- Active participants
- 292
- With balances
- 570
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $85,059 |
| Anchin, Block & Anchin Llp | Accounting | $31,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,410 |
| Deloitte Tax Llp | Accounting | $16,200 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$29,075 |