The Morton Arboretum 401(k) Retirement Plan
Sponsored by The Morton Arboretum · EIN 361505770 · Plan #003
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 371
- With balances
- 490
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Investment management | $55,687 |