The Monterey Bay Aquarium Retirement Plan
Sponsored by The Monterey Bay Aquarium Foundation · EIN 942487469 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 582
- With balances
- 911
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Direct payment from the plan, Participant loan processing, Recordkeeping fees | $76,684 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Consulting fees, Direct payment from the plan | $66,106 |
| Hood & Strong Llp | Accounting, Direct payment from the plan | $19,315 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $16,528 |
| Relation Insurance Services | Accounting, Direct payment from the plan | $6,500 |