AUMdb

Insurance Institute For Highway Safety Retirement Plan

Sponsored by Insurance Institute For Highway Safety · EIN 530246204 · Plan #001

Total assets
$72.2M
Net assets
$72.2M
Active participants
116
With balances
168

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $26,981
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0