AUMdb

Institute For Defense Analyses Qualified Retirement Plan

Sponsored by Institute For Defense Analyses · EIN 530233247 · Plan #003

Total assets
$628M
Net assets
$628M
Active participants
1,255
With balances
2,246

Plan year beginning 01/01/2024 · 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
Multnomah Group, Inc. CRD 132131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Teachers Insurance And Annuity Recordkeeping $140,747
Sc&H Attest Services, P.C. Accounting $31,700
Multnomah Group Investment advisory (plan) $21,538
Hutton Andrews Kurth Legal $2,087