Elizabeth Glaser Pediatric Aids Foundation 403(b) Plan
Sponsored by Elizabeth Glaser Pediatric Aids Foundation · EIN 954191698 · Plan #001
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 99
- With balances
- 298
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $15,748 |
| Morningstar Investment Management | Investment advisory (participants) | $6,325 |
| Creative Planning Hold Co, Llc | Other fees | $0 |