AUMdb

Roosevelt Institute 403(b) Dc Plan

Sponsored by Roosevelt Institute · EIN 237213592 · Plan #001 · New York, NY

Total assets
$7.3M
Net assets
$7.3M
Active participants
70
With balances
131

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Teachers Insurance & Annuity $10,913