AUMdb

Retirement Plan For Draper Employees

Sponsored by The Charles Stark Draper Laboratory, Inc. · EIN 042505372 · Plan #001

Total assets
$1.3B
Net assets
$1.3B
Active participants
2,451
With balances
4,541

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).

Firm Match Plan year
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $333,886
Mercer Investments Llc Investment management, Direct payment from the plan, Investment management fees (indirect) $96,374
Groom Law Group, Chartered Legal, Direct payment from the plan $59,797