International Society Of Automation Section 403(b)(7) Retirement Plan
Sponsored by International Society Of Automation · EIN 250921042 · Plan #003 · Durham, NC
- Total assets
- $23.9M
- Net assets
- $23.9M
- Active participants
- 76
- With balances
- 127
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 |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Custodial (securities), Investment management fees (indirect) | $3,385 |