The Atlanta Botanical Garden, Inc. 403(b) Retirement Savings Plan
Sponsored by The Atlanta Botanical Garden, Inc. · EIN 581313284 · Plan #002
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 199
- With balances
- 202
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $26,159 |
| Sage View Advisory Group, Llc | Investment management | $2,278 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $2,075 |