The Mitre Corporation Tax Sheltered Annuity Plan
Sponsored by The Mitre Corporation · EIN 042239742 · Plan #001 · Bedford, MA
- Total assets
- $5.1B
- Net assets
- $5.1B
- Active participants
- 12,114
- With balances
- 17,665
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $512,454 |
| Strategic Advisors, Inc | Investment advisory (plan) | $456,267 |
| Tiaa | Recordkeeping, Contract administrator, Direct payment from the plan | $163,373 |
| Capfinancial Partners | Consulting (general) | $48,750 |
| Bdo Usa, Llp | Accounting | $40,550 |