Independent School Collaborative Multiple Employer Plan
Sponsored by Independent School Collaborative · EIN 883645602 · Plan #333
- Total assets
- $449M
- Net assets
- $449M
- Active participants
- 4,083
- With balances
- 6,384
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $278,542 |
| Pentegra Services, Inc | Plan administrator | $177,760 |
| Independent School Collaborative | Consulting (general) | $153,065 |
| Mcguire Woods | Investment advisory (plan) | $18,416 |
| Tiaa Teachers Insurance And Annuity | Contract administrator | $1,847 |