Plan Snapshot
- Plan Sponsor: Monterey Bay Aquarium Research Institute
- Sponsor EIN: 770150580
- Sponsor Address: 7700 SANDHOLT ROAD, MOSS LANDING, CA, 95039
- Plan Type: 403(b)
- Total Participants: 272
- Total Assets: $126.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 272 | $126.6M | $2.9M | $2.6M |
| 2023 | 201 | $124.1M | $2.7M | $2.3M |
| 2022 | 180 | $106.2M | $2.5M | $2.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$27,867 | $70,043 | — | — | — |
| 2023 | -$13,811 | $67,914 | — | $16,274 | — |
| 2022 | -$31,517 | $64,326 | — | — | — |