The Scripps Research Institute Tax Sheltered Annuity Plan
Sponsored by The Scripps Research Institute · EIN 330435954 · Plan #002
- Total assets
- $273M
- Net assets
- $273M
- Active participants
- 2,740
- With balances
- 2,180
Plan year beginning 01/01/2024 · Default investment account (QDIA), Participant-directed brokerage accounts
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$14,693 |