The Fresh Air Fund Pension Plan
Sponsored by The Fresh Air Fund · EIN 131656653 · Plan #004
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 61
- With balances
- 135
Plan year beginning 02/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $5,845 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $110 |