Ford Foundation Savings Plan
Sponsored by Ford Foundation · EIN 131684331 · Plan #003
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 321
- With balances
- 519
Plan year beginning 01/01/2024 · 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 Inst Oper Co. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $114,107 |
| Strategic Advisors, Inc | Investment advisory (plan) | $14,145 |