Make A Wish Foundation Of America 401(k) Savings Plan
Sponsored by Make A Wish Foundation · EIN 860481941 · Plan #002
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 236
- With balances
- 278
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $39,825 |
| Global Retirement Partners Llc | Investment advisory (plan) | $38,110 |
| Empower Advisory Group, Llc | Investment management | $3,180 |