Childrens Defense Fund Retirement Plan
Sponsored by Childrens Defense Fund · EIN 520895622 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 89
- With balances
- 431
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,742 |
| Fidleity Investments | Recordkeeping fees, Account maintenance fees | $216 |
| Lpl Financial Llc | Consulting (general), Consulting fees | $0 |