San Diego Foundation Section 403(b) Plan
Sponsored by San Diego Foundation · EIN 952942582 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 116
- With balances
- 171
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $24,688 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $10,000 |