Wolf Trap Foundation 403(b) Plan
Sponsored by Wolf Trap Foundation For The Performing Arts · EIN 237011544 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 183
- With balances
- 140
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).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $64,274 |
| 401 K Safe 3(16), Llc | Other services, Other fees | $0 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |