AUMdb

Institute For Advanced Study Defined Contribution Retirement Plan

Sponsored by Institute For Advanced Study · EIN 210634988 · Plan #002

Total assets
$90.4M
Net assets
$90.4M
Active participants
213
With balances
406

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account

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
Stevens & Lee Contract administrator, Direct payment from the plan $6,505