AUMdb

Marine Biological Laboratory Tax Deferred Annuity Plan

Sponsored by Marine Biological Laboratory · EIN 042104690 · Plan #002

Total assets
$44.8M
Net assets
$44.8M
Active participants
311
With balances
515

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Sageview Advisory Group, Llc Consulting (pension) $13,125
Aafcpas, Inc. Accounting $9,404