AUMdb

The Cold Spring Harbor Laboratory Section 401(a) Retirement Plan

Sponsored by Cold Spring Harbor Laboratory · EIN 112013303 · Plan #004

Total assets
$122M
Net assets
$122M
Active participants
648
With balances
939

Plan year beginning 01/01/2024 · Profit-sharing, 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
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 Recordkeeping fees, Account maintenance fees $58,516
Strategic Advisors, Inc. Investment advisory (plan) $8,374