Arizona Sonora Desert Museum, Inc. Retirement Plan
Sponsored by Arizona Sonora Desert Museum, Inc. · EIN 860111675 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 183
- With balances
- 154
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Standard | Claims processing, Custodial (securities), Recordkeeping | $24,494 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $15,365 |
| Empower Annuity Insurance Co Of Am | Recordkeeping, Participant communication, Custodial (other) | $345 |
| Tiaa | Recordkeeping fees | $0 |