The David And Lucile Packard Foundation Employee Contribution Retirement Plan
Sponsored by The David And Lucile Packard Foundation · EIN 942278431 · Plan #003
- Total assets
- $39.0M
- Net assets
- $39.0M
- Active participants
- 98
- With balances
- 174
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$1,089 |