Icuf Multiple Employer Plan
Sponsored by Florida Independent College Fund · EIN 591919098 · Plan #333
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 327
- With balances
- 535
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millennium Advisory Services, Inc. | Investment management | $19,080 |
| Pentegra Services, Inc. | Plan administrator | $16,216 |
| Planchec(k) Cpas | Accounting | $11,400 |
| Tiaa | Contract administrator | $7,005 |
| Sageview Advisory Group | Investment management | $5,676 |
| Holland & Knight | Legal | $5,440 |