The Corporation Of Fine Arts Museums 401(k) Plan
Sponsored by The Corporation Of Fine Arts Museums · EIN 943045948 · Plan #002
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 240
- With balances
- 261
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $40,732 |
| The Baldwin Group Wealth Advisors | Investment advisory (plan) | $36,480 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,956 |