Institute For Advanced Study Tax Deferred Annuity Plan
Sponsored by Institute For Advanced Study · EIN 210634988 · Plan #003
- Total assets
- $68.8M
- Net assets
- $68.8M
- Active participants
- 154
- With balances
- 300
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc | Investment management, Direct payment from the plan | $60,000 |
| Global Retirement Partners Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $60,000 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $56,160 |