Barrett Hospital Development Corporation 403(b) Plan
Sponsored by Barrett Hospital & Healthcare · EIN 264230898 · Plan #002
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 234
- With balances
- 208
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan), Direct payment from the plan | $38,622 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $24,892 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan), Direct payment from the plan | $7,724 |