AUMdb

United Nations International School Tax Deferred Annuity Plan

Sponsored by The United Nations International School · EIN 237098600 · Plan #002

Total assets
$73.7M
Net assets
$73.7M
Active participants
200
With balances
403

Plan year beginning 07/01/2024

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 Investment advisory (plan) $21,250
Tiaa Other fees $700