National Kidney Foundation Retirement Savings Plan
Sponsored by National Kidney Foundation, Inc. · EIN 131673104 · Plan #003
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 177
- With balances
- 291
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Focused Wealth Management | Investment advisory (plan) | $190,402 |
| The Vanguard Group, Inc. | Recordkeeping, Custodial (securities), Investment management fees (indirect) | $52,282 |