Retirement Plan For Employees Of Woods Hole Oceanographic Institution
Sponsored by Woods Hole Oceanographic Institution · EIN 042105850 · Plan #001
- Total assets
- $193M
- Net assets
- $191M
- Active participants
- 263
- With balances
- 0
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 |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 2024 |
| Bas Capital Management Llc CRD 315253 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Associates | Investment management | $479,746 |
| Willis Towers Watson Us Llc | Actuarial | $426,935 |
| Cbiz Cpas | Accounting | $92,940 |
| State Street Bank | Trustee (institutional) | $54,152 |
| Hs Management | Investment management | $42,153 |
| Acadian Emerging Markets Ii | Investment management | $39,970 |
| Clifton Group Parametric | Investment management | $26,925 |
| Barees Capital Management | Investment management | $10,072 |