Society Of Actuaries Research Institute 403(b) Retirement Plan
Sponsored by Society Of Actuaries Research Institute · EIN 362136422 · Plan #003
- Total assets
- $67.2M
- Net assets
- $67.2M
- Active participants
- 155
- With balances
- 290
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc | Contract administrator | $43,750 |
| Flexpath Strategies, Llc | Contract administrator | $41,189 |
| Tiaa Teachers Ins And Annuity | Contract administrator | $34,201 |
| Rsm Us Llp | Contract administrator | $17,692 |