The Salk Institute Retirement Plan
Sponsored by Salk Institute For Biological Studies · EIN 952160097 · Plan #001
- Total assets
- $311M
- Net assets
- $311M
- Active participants
- 806
- With balances
- 1,917
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $110,167 |
| Tiaa Teachers Insurance And Annui | Participant loan processing, Recordkeeping fees, Account maintenance fees | $58,082 |
| Multnomah Group, Inc | Investment advisory (plan), Investment advisory (participants), Investment management fees (direct) | $43,845 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $22,759 |