The Family Institute 403(b) Retirement Plan
Sponsored by The Family Institute At Northwestern University · EIN 362682639 · Plan #001
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 187
- With balances
- 316
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Invest Advisors, Llc | Recordkeeping, Participant loan processing, Distribution (12b-1) fees | $30,602 |
| Teachers Ins & Annuit Assoc | Investment advisory (participants), Investment management fees (direct) | $26,632 |
| Smith & Howrd, Pc | Accounting, Consulting (general), Custodial (securities) | $13,500 |
| Newport Group, Inc | Recordkeeping, Consulting (pension), Participant communication | $6,212 |