Foundation For The National Institutes Of Health 403(b) Dc Plan
Sponsored by Foundation For The National Institutes Of Health Inc. · EIN 521986675 · Plan #001 · North Bethesda, MD
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 119
- With balances
- 231
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $21,978 |
| Flexpath Strategies, Llc | Investment advisory (plan) | $11,497 |
| Kestra Advisory Services, Llc | Investment advisory (participants) | $5,427 |