AUMdb

The Institute For Effective Education 403(b) Plan

Sponsored by The Institute For Effective Education · EIN 952773236 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
237
With balances
241

Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $51,149
401(k) Advisors Inc Investment advisory (plan), Other fees $0