The Scripps Research Institute Cash Balance Retirement Plan
Sponsored by The Scripps Research Institute · EIN 330435954 · Plan #001
- Total assets
- $64.9M
- Net assets
- $64.9M
- Active participants
- 251
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Investment Management, Llc CRD 104862 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension), Direct payment from the plan | $294,848 |
| Strategic Investment Management Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $179,741 |
| The Northern Trust Company | Trustee (institutional), Trustee (directed), Investment management | $49,976 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $26,830 |
| Fidelity Institutional Asset Manage | Trustee (institutional), Investment management, Investment management fees (direct) | $9,831 |