AUMdb

Harvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. Retirement Plan

Sponsored by Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. Inc · EIN 222768204 · Plan #002 · Boston, MA

Total assets
$1.3B
Net assets
$1.3B
Active participants
2,182
With balances
3,361

Plan year beginning 01/01/2024

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 Participant loan processing, Recordkeeping fees, Account maintenance fees $157,472
Strategic Advisors, Inc. Investment advisory (plan) $105,029