May Institute, Inc. Defined Contribution Retirement Plan
Sponsored by The May Institute, Inc. · EIN 042197449 · Plan #002
- Total assets
- $85.0M
- Net assets
- $85.0M
- Active participants
- 1,860
- With balances
- 1,281
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Securities brokerage commissions, Contract administrator | $154,897 |
| Rbc Wealth Management | Investment management | $72,544 |