Autry Museum Of The American West 403(b) Plan
Sponsored by Autry Museum Of The American West · EIN 953947744 · Plan #002
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 149
- With balances
- 228
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,062 |
| Autry Museum Of The American West | Accounting, Direct payment from the plan | $8,500 |
| Sageview Advisory Group, Llc | Investment management | $89 |