Amnesty International Of The U.S.A., Inc. 403(b) Tda Plan
Sponsored by Amnesty International Usa, Inc. · EIN 520851555 · Plan #002
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 123
- With balances
- 260
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 | fuzzy_auto · 99% | 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 | $18,062 |
| Mutual Of America Life Insurance Co | Claims processing, Recordkeeping, Participant loan processing | $69 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |