Museum Of Science Savings Plan
Sponsored by Museum Of Science · EIN 042103916 · Plan #003
- Total assets
- $46.6M
- Net assets
- $46.6M
- Active participants
- 403
- With balances
- 667
Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Investment advisory (plan) | $15,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$28,813 |