International Foundation Employees Retirement Plan
Sponsored by International Foundation Of Employee Benefit Plans, Inc. · EIN 391034021 · Plan #003
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 126
- With balances
- 0
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 |
|---|---|---|
| Nb Alternatives Advisers Llc CRD 149822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rvk Inc | Investment advisory (plan), Direct payment from the plan | $57,000 |
| Wellington Trust | Direct payment from the plan, Investment management fees (direct), Soft dollars commissions | $23,222 |
| Legacy Professionals Llp | Accounting, Direct payment from the plan | $21,657 |
| New Tower Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $21,235 |
| Nb Alternatives Advisers, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $15,268 |
| Ir&M Long Govt Credit Fund | Investment management, Direct payment from the plan, Investment management fees (direct) | $14,823 |
| Loomis Sayles Nhit | Investment management, Direct payment from the plan, Investment management fees (direct) | $13,025 |
| Mesirow Financial Fund Viii | Investment management, Direct payment from the plan, Investment management fees (direct) | $11,726 |
| United Of Omaha Life Insurance Co | Contract administrator, Recordkeeping, Participant communication | $8,993 |
| Milliman U.S.A | Actuarial, Consulting (general), Direct payment from the plan | $8,278 |
| State Street Global Advisor Trust C | Custodial (securities), Investment management, Investment management fees (direct) | $5,621 |
| Mesirow Financial Fund Vi | Investment management, Direct payment from the plan, Investment management fees (direct) | $3,171 |