Ada Forsyth Institute, Inc. Defined Contribution Plan
Sponsored by Ada Forsyth Institute, Inc. · EIN 042104230 · Plan #001
- Total assets
- $78.9M
- Net assets
- $78.9M
- Active participants
- 141
- With balances
- 562
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $38,469 |
| Rocaton Investment Advisors, Llc | Investment management, Direct payment from the plan | $27,127 |