Robin Hood 403(b) Employee Deferral Plan
Sponsored by Robin Hood Foundation · EIN 133441066 · Plan #002
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 110
- With balances
- 166
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Procyon Partners Llc Dba Procyon Ad | Investment advisory (plan) | $41,098 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $25,266 |
| Empower Advisory Group, Llc | Investment management | $331 |