The Annie E. Casey Foundation Retirement Plan
Sponsored by The Annie E. Casey Foundation, Inc. · EIN 521951681 · Plan #005
- Total assets
- $77.1M
- Net assets
- $77.1M
- Active participants
- 212
- With balances
- 413
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $48,694 |
| Morgan Stanley Global Banking | Consulting (general), Investment advisory (plan), Direct payment from the plan | $42,000 |