AUMdb

Ithaka Harbors, Inc. 403(b) Retirement Plan

Sponsored by Ithaka Harbors, Inc. · EIN 133857105 · Plan #001

Total assets
$161M
Net assets
$161M
Active participants
415
With balances
815

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Tiaa Participant loan processing, Investment management fees (direct), Investment management fees (indirect) $162,656
Alliant Retirement Services Consulting (pension), Direct payment from the plan $12,500