AUMdb

National Democratic Institute For International Affairs Money Purchase Pension Plan

Sponsored by National Democratic Institute For International Affairs · EIN 521338892 · Plan #001

Total assets
$64.2M
Net assets
$64.2M
Active participants
453
With balances
699

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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, Recordkeeping fees, Account maintenance fees $73,820
Strategic Advisors, Inc. Investment advisory (plan) $8,391