Ford Foundation Retirement Plan
Sponsored by Ford Foundation · EIN 131684331 · Plan #001
- Total assets
- $298M
- Net assets
- $298M
- Active participants
- 66
- With balances
- 90
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $38,924 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $2,179 |
| Strategic Advisors Inc. | Investment advisory (plan) | $557 |