Lovelace Biomedical Research Institute Tda And Dc Plan
Sponsored by Lovelace Biomedical Research Institute · EIN 850110669 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 407
- With balances
- 1,037
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Teachers Insurance And Annuity Asso | Contract administrator, Direct payment from the plan | $72,850 |
| Global Retirement Partners, Llc | Investment management, Investment management fees (direct) | $67,953 |
| Moss Adams Llp | Direct payment from the plan, Accounting | $18,364 |