Milken Institute 403(b) Plan
Sponsored by Milken Institute · EIN 954240775 · Plan #001
- Total assets
- $32.0M
- Net assets
- $32.0M
- Active participants
- 278
- With balances
- 350
Plan year beginning 01/01/2024 · Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,982 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $32.0M | 278 | ack 20251006175644NAL0002277219001 |
| 01/01/2021 | $22.5M | 200 | ack 20250324120544NAL0021421392001 |