The New Foundations Retirement Plan
Sponsored by Robert W. Woodruff Foundation, Inc. · EIN 581695425 · Plan #334
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 111
- With balances
- 214
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $23,544 |