Whitehead Institute For Biomedical Research 403 B Plan
Sponsored by Whitehead Institute For Biomedical Research · EIN 061043412 · Plan #002
- Total assets
- $55.5M
- Net assets
- $55.5M
- Active participants
- 316
- With balances
- 487
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $9,501 |
| Cbiz Mhm, Llc | Accounting | $7,854 |
| Parker, Brown, Macaulay & Sheerin | Legal | $5,070 |
| Tiaa | Recordkeeping, Custodial (securities), Participant loan processing | $125 |