Connecticut Institute For The Blind, Inc. Section 403(b) Plan
Sponsored by Connecticut Institute For The Blind · EIN 060669111 · Plan #001
- Total assets
- $77.5M
- Net assets
- $77.5M
- Active participants
- 1,007
- With balances
- 1,798
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Recordkeeping fees | $66,920 |
| Fiducient Advisors, Llc | Investment advisory (plan) | $55,164 |
| Guilmartin, Dipiro & Sokolowski,Llc | Accounting | $23,430 |
| Pasi, Llc | Contract administrator | $20,125 |