Norc, Inc. Supplemental Retirement Plan
Sponsored by National Opinion Research Center · EIN 362167808 · Plan #004
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 2,500
- With balances
- 1,753
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).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $88,910 |
| Concurrent Investment Advisors Llc | Investment management, Direct payment from the plan | $26,250 |
| Mercer(us), Inc | Consulting (pension), Other services, Direct payment from the plan | $18,130 |