Umass Memorial Health Care 401(k) Plan
Sponsored by Umass Memorial Health Care, Inc. · EIN 043358566 · Plan #003
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 14,248
- With balances
- 13,141
Plan year beginning 01/01/2024 · 401(k)
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $708,364 |
| Fiducient Advisors | Investment advisory (plan) | $58,872 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $46,572 |
| Cohnreznick Llp | Accounting | $1,000 |