AUMdb

Social Science Research Council Dc Retirement Plan

Sponsored by Social Science Research Council · EIN 131325070 · Plan #001

Total assets
$33.3M
Net assets
$33.3M
Active participants
49
With balances
289

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Usi Advisors, Inc. Investment management, Direct payment from the plan $18,036
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $7,428
Optimizing Foundations, Llc Actuarial, Direct payment from the plan $7,000