Bill & Melinda Gates Foundation Sharing Retirement Plan
Sponsored by Gates Foundation · EIN 562618866 · Plan #001
- Total assets
- $680M
- Net assets
- $680M
- Active participants
- 2,156
- With balances
- 2,924
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Direct payment from the plan, Recordkeeping | $65,358 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Securities brokerage commissions | $1,748 |
| Prudential Insurance Company Of Ame | Recordkeeping | $0 |