Carnegie Institute Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Carnegie Institute · EIN 250965280 · Plan #001
- Total assets
- $85.9M
- Net assets
- $85.9M
- Active participants
- 495
- With balances
- 1,027
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $38,500 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $35,097 |
| Carnegie Institute | Other fees | $18,122 |