The Endocrine Society Defined Contribution Retirement Plan
Sponsored by The Endocrine Society · EIN 730531256 · Plan #004
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 72
- With balances
- 260
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 |
|---|---|---|
| Tribridge Partners Financial Llc CRD 326489 | deterministic · 100% | 2024 |
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $30,522 |
| Tribridge Partners Financial Llc | Investment advisory (plan) | $9,000 |
| Mml Investors Services, Llc | Investment advisory (plan) | $9,000 |