Marine Biological Laboratory Defined Contribution Retirement Plan
Sponsored by Marine Biological Laboratory · EIN 042104690 · Plan #003
- Total assets
- $69.9M
- Net assets
- $69.9M
- Active participants
- 271
- With balances
- 686
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $21,875 |
| Aafcpas, Inc. | Accounting | $10,750 |