Center For Strategic And International Studies Retirement Plan
Sponsored by Center For Strategic And International Studies · EIN 521501082 · Plan #001
- Total assets
- $81.9M
- Net assets
- $81.9M
- Active participants
- 311
- With balances
- 239
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Recordkeeping, Custodial (securities) | $44,690 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $24,823 |