Retirement Plan For Employees Of The Population Council, Inc.
Sponsored by The Population Council, Inc. · EIN 131687001 · Plan #001
- Total assets
- $233M
- Net assets
- $233M
- Active participants
- 208
- With balances
- 898
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $107,484 |
| Sageview Advisory Group | Investment management, Direct payment from the plan | $66,875 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $34,250 |
| Ropes & Gray Llp | Legal, Direct payment from the plan | $17,823 |
| Fidelity Inv Inst Ops Co., Inc. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $16,223 |