Michigan Independent Colleges And Universities 403(b) Multiple Employer Plan
Sponsored by The Governing Board Of The Mi Independent Colleges And Universities · EIN 842495214 · Plan #333
- Total assets
- $335M
- Net assets
- $335M
- Active participants
- 1,396
- With balances
- 3,324
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 |
|---|---|---|
| Millennium Advisory Services | Consulting (general) | $318,414 |
| Planpilot | Investment advisory (plan) | $111,878 |
| Tiaa | Recordkeeping, Custodial (securities) | $100,979 |
| Pentegra Services, Inc | Plan administrator | $80,718 |
| Planchec(k) Cpas | Accounting | $15,100 |
| Prm Consulting Inc | Consulting (general) | $12,000 |