Southwest Research Institute Retirement Plan
Sponsored by Southwest Research Institute · EIN 741070544 · Plan #003
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 3,229
- With balances
- 6,060
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 | Recordkeeping, Consulting (pension), Investment advisory (plan) | $22,045 |