Santa Fe Institute 403(b) Retirement Plan
Sponsored by Santa Fe Institute · EIN 850325494 · Plan #003
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 77
- With balances
- 166
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $25 |