Cold Spring Harbor Laboratory Tax Deferred Annuity Plan
Sponsored by Cold Spring Harbor Laboratory · EIN 112013303 · Plan #002
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 1,133
- With balances
- 1,226
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $44,653 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $8,444 |