AUMdb

National Aquarium Inc. 401(k) Retirement Savings Plan

Sponsored by National Aquarium, Inc · EIN 521121163 · Plan #002

Total assets
$26.7M
Net assets
$26.7M
Active participants
356
With balances
486

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Asset Strategy Consultants Consulting (general), Direct payment from the plan $14,560
Clifton Larson Allen Llp Accounting, Direct payment from the plan $11,025
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $3,475