Massachusetts Medical Society Pension Plan
Sponsored by Massachusetts Medical Society · EIN 042050773 · Plan #001
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 134
- 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 |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Perrin | Actuarial | $262,490 |
| Bmo Harris Bank N.A. | Trustee (directed) | $48,836 |
| Meketa Investment Group Inc. | Investment management | $46,000 |
| First Eagle Investment Management L | Investment management fees (direct) | $35,276 |
| State Street Global Advisors Trust | Custodial (other), Custodial (securities), Investment management fees (direct) | $10,000 |