Massachusetts Teachers Association Retirement Plan
Sponsored by Massachusetts Teachers Association · EIN 041591200 · Plan #001
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 159
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect) | $1,084,811 |
| Mercer | Actuarial | $292,080 |
| Isler Dare, P.C. | Legal | $106,484 |
| Cbiz Cpas, P.C. | Accounting | $41,405 |
| Principal Financial Group | Trustee (institutional), Shareholder servicing fees | $37,633 |
| Parker, Brown, Macauley & Sheerin | Legal | $325 |