The Clinton Foundation Retirement Plan
Sponsored by Clinton Foundation · EIN 311580204 · Plan #001
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 172
- With balances
- 330
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meridian Investing, L.L.C. CRD 150625 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meridian Investment | Investment advisory (plan) | $55,396 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,292 |