National Marine Mammal Foundation Retirement Plan
Sponsored by National Marine Mammal Foundation · EIN 261501109 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 82
- With balances
- 117
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Advocates Investment Mana | Investment advisory (plan), Direct payment from the plan, Consulting fees | $11,250 |
| Gallagher Fiduciary Advisors | Investment advisory (participants) | $7,410 |