Trudeau Institute Retirement Plan
Sponsored by Trudeau Institute, Inc. · EIN 141401413 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 75
- With balances
- 312
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Tiaa | Recordkeeping | $9,935 |
| Global Retirement Partners, Llc | Investment management | $9,500 |
| Bst & Co. Cpa's Llp | Accounting | $6,350 |