AUMdb

Chan Zuckerberg Initiative, Llc Retirement Plan

Sponsored by Chan Zuckerberg Initiative, Llc · EIN 810903867 · Plan #001

Total assets
$167M
Net assets
$167M
Active participants
524
With balances
802

Plan year beginning 01/01/2024 · 401(k)

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 Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,010