The Susan G. Komen Breast Cancer Foundation, Inc. 403(b) Plan
Sponsored by The Susan G. Komen Breast Cancer Foundation, Inc. · EIN 751835298 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 408
- With balances
- 439
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 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 | $66,245 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |