The Carnegie Foundation For The Advancement Of Teaching Dc Plan
Sponsored by The Carnegie Foundation For The Advancement Of Teaching · EIN 131623924 · Plan #001
- Total assets
- $46.2M
- Net assets
- $46.2M
- Active participants
- 48
- With balances
- 221
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $37,893 |
| Kendall, Prebola And Jones, Llc | Accounting | $32,450 |
| Multnomah Group, Inc. | Investment advisory (plan) | $8,074 |