Iavi 403(b) Retirement Plan
Sponsored by International Aids Vaccine Initiative, Inc. · EIN 133870223 · Plan #001
- Total assets
- $73.0M
- Net assets
- $73.0M
- Active participants
- 278
- With balances
- 455
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $51,789 |
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan | $36,320 |
| The Angell Pension Group, Inc. | Consulting (pension), Direct payment from the plan | $11,475 |