Metro Housing Boston 403(b) Plan
Sponsored by Metropolitan Boston Housing Partnership, Inc. · EIN 042775991 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 216
- With balances
- 283
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $28,799 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Consulting fees | $26,128 |