New America Foundation 403(b) Dc Plan
Sponsored by New America · EIN 522096845 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 169
- With balances
- 452
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $59,862 |
| Creative Planning Llc | Investment advisory (participants), Investment advisory (plan) | $55,000 |
| Cliftonlarsenallen, Llp | Accounting | $7,350 |