Chesapeake Bay Foundation, Inc. 403(b) Plan
Sponsored by Chesapeake Bay Foundation, Inc. · EIN 526065757 · Plan #001
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 234
- With balances
- 410
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator | $48,081 |
| Cornerstone Advisors Asset Mgmt. | Investment advisory (plan) | $10,000 |