Ici Multiple Employer Plan
Sponsored by Independent Colleges Of Indiana Association, Inc · EIN 310901001 · Plan #333
- Total assets
- $481M
- Net assets
- $481M
- Active participants
- 2,971
- With balances
- 5,449
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millenium Advisory Svcs, Inc | Investment advisory (participants) | $509,592 |
| Planpilot | Investment advisory (plan) | $199,245 |
| Pentegra Services, Inc | Plan administrator | $165,488 |
| Tiaa | Contract administrator | $139,713 |
| Clifton Larson Allen Llp | Plan administrator | $29,815 |
| Prm Consulting Inc | Consulting (general) | $27,000 |
| Law Offices Of Allen T Steinberg Pc | Legal | $12,756 |