Fernbank Inc. Retirement Plan
Sponsored by Fernbank Museum Of Natural History · EIN 586028607 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 115
- With balances
- 85
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $49,566 |
| Lincoln National Corporation | Contract administrator | $550 |
| Cambridge Investment Research Advis | Investment advisory (plan), Other fees | $0 |
| Pension Financial Services, Inc. | Contract administrator, Other services, Other fees | $0 |