AUMdb

The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan

Sponsored by The Charles Stark Draper Laboratory, Inc. · EIN 042505372 · Plan #003

Total assets
$461M
Net assets
$461M
Active participants
1,519
With balances
2,406

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $78,093
Mercer Investments Llc Investment management, Direct payment from the plan $33,442
Groom Law Group, Chartered Legal, Direct payment from the plan $6,349