National September 11 Memorial & Museum 403(b) Plan
Sponsored by National September 11 Memorial And Museum At The World Trade Center · EIN 611745872 · Plan #001
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 293
- With balances
- 617
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $26,225 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $26,053 |
| Pkf O'connor Davies Llp | Accounting, Direct payment from the plan | $9,800 |