Save The Children Federation, Inc. Retirement Savings Plan
Sponsored by Save The Children Federation, Inc. · EIN 060726487 · Plan #002
- Total assets
- $229M
- Net assets
- $229M
- Active participants
- 1,728
- With balances
- 2,369
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $121,750 |
| Fiduciary Investment Advisors | Investment advisory (plan) | $46,673 |
| Cliftonlarsonallen Llp | Accounting | $17,955 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,638 |
| Empower Insurance Company Of Americ | Recordkeeping fees | $2,415 |