AUMdb

Museum Of Science Retirement Plan

Sponsored by Museum Of Science · EIN 042103916 · Plan #002

Total assets
$33.1M
Net assets
$33.1M
Active participants
329
With balances
539

Plan year beginning 01/01/2024 · Default investment account (QDIA), Age/service weighted or new comparability, Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Kestra Advisory Services Consulting (general) $22,500
Nfp Retirement Other services $16,800
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$4,400