American Red Cross Savings Plan
Sponsored by American National Red Cross · EIN 530196605 · Plan #008
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 17,892
- With balances
- 22,277
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 |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edelman Financial Engines Llc | Investment advisory (participants), Direct payment from the plan | $1,287,309 |
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $911,878 |
| Northern Trust Inc. | Trustee (institutional), Direct payment from the plan | $209,004 |
| Kpmg Llp | Accounting, Direct payment from the plan | $102,400 |
| Zaragoza Alvarado | Legal, Direct payment from the plan | $30,407 |
| Groom Law Group | Legal, Direct payment from the plan | $24,530 |
| Pershing Llc | Securities brokerage, Shareholder servicing fees, Finders' fees/placement fees | $0 |
| Alight Financial Solutions, Llc | Securities brokerage, Distribution (12b-1) fees | $0 |