Illinois College Of Optometry Master Retirement And Annuity Plan
Sponsored by Illinois College Of Optometry · EIN 362310478 · Plan #006
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 218
- With balances
- 452
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 |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marquette Associates | Investment management, Direct payment from the plan, Investment management fees (direct) | $11,250 |
| Pw Partners Llc | Accounting, Direct payment from the plan | $11,000 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $10,274 |