Cape Cod Healthcare 403(b) Partnership Plan
Sponsored by Cape Cod Healthcare, Inc. · EIN 222600704 · Plan #003
- Total assets
- $929M
- Net assets
- $929M
- Active participants
- 4,934
- With balances
- 6,101
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $352,107 |
| Fiducient Advisors Llc | Investment advisory (plan) | $67,228 |
| Caron & Bletzer, Plcc | Accounting | $14,535 |
| Dkc Retirement Associates | Investment advisory (plan) | $6,000 |