AUMdb

I I F Retirement Plan

Sponsored by The Institute Of International Finance, Inc. · EIN 521289843 · Plan #001

Total assets
$40.0M
Net assets
$40.0M
Active participants
62
With balances
152

Plan year beginning 01/01/2024 · 401(k)

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $2,503