Mayo 403(b) Plan
Sponsored by Mayo Clinic · EIN 416011702 · Plan #002
- Total assets
- $12.8B
- Net assets
- $12.8B
- Active participants
- 87,000
- With balances
- 104,493
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan), Direct payment from the plan | $10,044,953 |
| Towers Watson Investment Services | Participant loan processing, Recordkeeping fees, Account maintenance fees | $7,360 |
| Fidelity Inv Ins Op Com, Inc | Recordkeeping, Participant loan processing, Direct payment from the plan | -$1,979,495 |