National Wildlife Federation Retirement Savings Plan
Sponsored by National Wildlife Federation · EIN 530204616 · Plan #002
- Total assets
- $98.7M
- Net assets
- $98.7M
- Active participants
- 435
- With balances
- 651
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $80,805 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $15,992 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |