AUMdb

Beth Israel Deaconess Hospital Plymouth Hospital 403(b) Retirement Plan

Sponsored by Beth Israel Deaconess Hospital Plymouth, Inc. · EIN 222667354 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA), ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Nepc, Llc CRD 110562 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wtw Consulting (general) $66,559
Strategic Advisors, Inc. Investment advisory (plan) $57,065
Bdo Accounting $25,168
Nepc Investment advisory (plan) $4,811
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$189,364