The Barack Obama Foundation 403(b) Plan
Sponsored by The Barack Obama Foundation · EIN 464950751 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 289
- With balances
- 390
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $54,580 |
| Wintrust Investments Llc | Investment advisory (plan) | $38,507 |