Umass Memorial Health Care 403(b) Plan
Sponsored by Umass Memorial Health Care, Inc. · EIN 043358566 · Plan #004
- Total assets
- $650M
- Net assets
- $650M
- Active participants
- 5,561
- With balances
- 4,943
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Inst Operations Co | Recordkeeping fees, Account maintenance fees | $157,504 |
| Fiducient Advisors | Investment advisory (plan) | $29,013 |
| Strategic Advisors | Investment advisory (plan) | $26,093 |
| Cohnreznick Llp | Accounting | $11,445 |