Northern California Institute For Research And Education 403(b) Plan
Sponsored by Northern California Institute For Research And Education · EIN 943084159 · Plan #002
- Total assets
- $32.8M
- Net assets
- $32.8M
- Active participants
- 254
- With balances
- 384
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Cedar Mountain Advisors, Llc CRD 140339 | fuzzy_auto · 95% | 2024 |
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 | $94,972 |
| Cedar Mountain Investors | Investment advisory (participants), Investment management fees (direct) | $19,764 |