Resources For The Future, Inc. 401(a) Retirement
Sponsored by Resources For The Future, Inc. · EIN 530220900 · Plan #001
- Total assets
- $37.9M
- Net assets
- $37.9M
- Active participants
- 70
- With balances
- 282
Plan year beginning 10/01/2021 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Custodial (other), Custodial (securities), Investment advisory (plan) | $44,825 |
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $6,547 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 10/01/2021 | $37.9M | 70 | ack 20250317164645NAL0004050578001 |
| 10/01/2020 | $45.1M | 65 | ack 20250317164750NAL0003396560001 |
| 10/01/2019 | $39.5M | 68 | ack 20250523124314NAL0010400450001 |