Monterey Bay Aquarium Research Institute 403(b) Plan
Sponsored by Monterey Bay Aquarium Research Institute · EIN 770150580 · Plan #002
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 272
- With balances
- 308
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $70,043 |
| Lion Street Advisors, Llc | Consulting (general) | $35,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$132,910 |