Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan
Sponsored by Sanford Burnham Prebys Medical Discovery Institute · EIN 510197108 · Plan #001
- Total assets
- $219M
- Net assets
- $219M
- Active participants
- 493
- With balances
- 1,185
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Partial 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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | 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) | $64,786 |
| Mma Securities Llc | Investment management, Direct payment from the plan | $52,869 |