The Exploratorium Retirement Plan
Sponsored by The Exploratorium · EIN 941696494 · Plan #002
- Total assets
- $48.6M
- Net assets
- $48.6M
- Active participants
- 436
- With balances
- 514
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $83,607 |
| Empower Annuity Insurance Company | Recordkeeping fees | $79,330 |
| Peery & Associates, Inc | Contract administrator | $14,841 |