Elizabeth Palmer signed The Conservation Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Conservation Fund's EIN is 52-1388917.
Download the official 2024 Form 5500 (PDF) for The Conservation Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Conservation Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISORY | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CONSERVATION FUND | 52-1388917 | — | ACCOUNTANT | $0 | — |
