The Nemours Foundation Section 403(b) Plan
Sponsored by The Nemours Foundation · EIN 590634433 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 9,806
- With balances
- 16,384
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $1,138,087 |
| Gallagher Fiduciary Advisors , Llc | Consulting (general), Direct payment from the plan | $46,667 |
| Valic | Direct payment from the plan, Sales loads, Other services | $25,714 |
| Larson Financial Group Llc | Securities brokerage, Securities brokerage commissions | $17,887 |
| Vanguard | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $17,130 |
| Mcadam Llc | Securities brokerage, Securities brokerage commissions | $8,728 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $2,286 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |