Institute For Defense Analyses Tax Deferred Annuity Plan
Sponsored by Institute For Defense Analyses · EIN 530233247 · Plan #002
- Total assets
- $875M
- Net assets
- $875M
- Active participants
- 1,546
- With balances
- 2,664
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 | $153,198 |
| Sc&H Attest Services, P.C. | Accounting | $30,200 |
| Multnomah Group | Investment advisory (plan) | $21,538 |
| Hutton Andrews Kurth | Legal | $1,837 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $624 |