Horace Mann School Retirement And Savings Plan
Sponsored by Horace Mann School · EIN 131740455 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 426
- With balances
- 890
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | 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) | $97,327 |
| World Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $71,237 |
| Schulte Roth & Zabel Llp | Legal, Direct payment from the plan | $23,993 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $14,805 |