Winifred Masterson Burke Medical Research Institute 403(b) Dc Plan
Sponsored by The Winifred Masterson Burke Medical Research Institute Inc · EIN 133434924 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 62
- With balances
- 209
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Age/service weighted or new comparability
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 |
|---|---|---|
| Usi Advisors, Inc. | Consulting (general) | $18,284 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $13,022 |