Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan
Sponsored by Fermi Research Alliance, Llc · EIN 571239010 · Plan #001 · Batavia, IL
- Total assets
- $745M
- Net assets
- $745M
- Active participants
- 2,123
- With balances
- 2,883
Plan year beginning 01/01/2024
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 Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $60,291 |
| Cref Tiaa Investment Management,Llc | Investment management | $0 |