Tennessee Aquarium Retirement Plan
Sponsored by Tennessee Aquarium · EIN 581837154 · Plan #002 · Chattanooga, TN
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 343
- With balances
- 445
Plan year beginning 01/01/2024 · Default investment account (QDIA)
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) | $36,412 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,396 |