The Marine Mammal Center 401(k) Psp & Trust
Sponsored by The Marine Mammal Center · EIN 510144434 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 132
- With balances
- 156
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Management, Llc | Investment advisory (plan), Direct payment from the plan | $44,897 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $16,024 |