Norc, Inc. Retirement Plan
Sponsored by National Opinion Research Center · EIN 362167808 · Plan #003
- Total assets
- $247M
- Net assets
- $247M
- Active participants
- 3,263
- With balances
- 5,369
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | 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) | $129,125 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $47,250 |
| Concurrent Investment Advisors, Llc | Investment management, Direct payment from the plan | $8,750 |