Santa Barbara Museum Of Natural History 403(b) Dc Plan
Sponsored by Santa Barbara Museum Of Natural History · EIN 951643378 · Plan #002
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 65
- With balances
- 117
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pensionmark | Investment advisory (plan) | $16,180 |
| The Vanguard Group, Inc. | Recordkeeping | $11,210 |
| World Investment Advisors | Investment advisory (plan) | $5,233 |
| Future Plan By Ascensus | Recordkeeping | $1,500 |