Ronald Reagan Presidential Foundation 403(b) Dc Plan
Sponsored by The Ronald Reagan Presidential Foundation And Institute · EIN 770054631 · Plan #001 · Simi Valley, CA
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 96
- With balances
- 218
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Ins & Annuity Assoc O | Recordkeeping | $26,318 |
| Sageview Advisory Group Llc | Investment advisory (participants), Investment advisory (plan) | $21,153 |