AUMdb

Cardiovascular Research Foundation 401(k) Plan

Sponsored by Cardiovascular Research Foundation · EIN 521752653 · Plan #001

Total assets
$23.8M
Net assets
$23.8M
Active participants
182
With balances
197

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $13,708