Beaumont Health 403(b) Retirement Savings Plan
Sponsored by William Beaumont Hospital · EIN 381459362 · Plan #002
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 34,406
- With balances
- 38,659
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Contract administrator, Investment advisory (participants), Participant loan processing | $1,509,424 |
| Financial Engines | Investment advisory (plan), Direct payment from the plan | $1,282,985 |
| Stifel Pearl Street | Investment management, Direct payment from the plan | $94,500 |
| George Johnson & Company | Accounting, Direct payment from the plan | $29,100 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $28,800 |
| Lincoln Financial | Contract administrator, Direct payment from the plan | $12,750 |