Southern Research Institute 401(k) Plan
Sponsored by Southern Research Institute · EIN 630288868 · Plan #002
- Total assets
- $96.6M
- Net assets
- $96.6M
- Active participants
- 212
- With balances
- 920
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | 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) | $163,127 |
| Sageview Advisory Group | Investment management, Direct payment from the plan, Investment management fees (direct) | $16,375 |