Conservation International 403(b) Savings Plan
Sponsored by Conservation International · EIN 521497470 · Plan #001
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 432
- With balances
- 972
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $128,521 |
| Mercer (Us) Inc | Other fees | $65,000 |
| Mcgladrey Llp | Other fees | $40,000 |
| Conservation Interntl Foundation | Other fees | $16,250 |
| Empower Advisory Group, Llc | Investment management | $3,316 |