Bill & Melinda Gates Foundation Employee Retirement Plan
Sponsored by Gates Foundation · EIN 562618866 · Plan #002
- Total assets
- $336M
- Net assets
- $336M
- Active participants
- 2,144
- With balances
- 2,643
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 | $42,528 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $1,115 |
| Prudential Insurance Company Of Ame | Recordkeeping | $0 |