Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan
Sponsored by Financial Accounting Foundation · EIN 237211935 · Plan #003
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 143
- With balances
- 383
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc | Investment advisory (plan), Investment management fees (direct) | $46,951 |
| Fidelity Invest Inst Ops Co., Inc. | Participant loan processing, Recordkeeping fees, Sub-transfer agency fees | $34,869 |
| Tiaa | Recordkeeping, Direct payment from the plan | $25 |