AUMdb

Public Broadcasting Service Defined Contribution Retirement Plan

Sponsored by Public Broadcasting Service · EIN 520899215 · Plan #001

Total assets
$264M
Net assets
$264M
Active participants
652
With balances
1,543

Plan year beginning 01/01/2024 · 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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fid Inv Inst Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees $56,524
Strategic Advisors Investment advisory (plan) $9,793