The Andrew W. Mellon Foundation Savings Plan
Sponsored by The Andrew W. Mellon Foundation · EIN 131879954 · Plan #002
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 185
- With balances
- 292
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Instl.Ops.Co | Participant loan processing, Recordkeeping fees, Direct payment from the plan | $436 |