Boston Va Research Institute, Inc. 403(b) Plan
Sponsored by Boston Va Research Institute, Inc. · EIN 043081524 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 76
- With balances
- 129
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twelve Points Wealth Mgt Llc | Investment advisory (plan), Direct payment from the plan | $25,386 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $1,852 |