Environmental Defense Fund Retirement Savings Plan
Sponsored by Environmental Defense Fund, Inc. · EIN 116107128 · Plan #001
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 806
- With balances
- 1,159
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $133,512 |
| Hightower Advisors, Llc | Consulting (general), Direct payment from the plan | $49,000 |
| Bdo | Accounting, Direct payment from the plan | $14,550 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |