The Joslin Diabetes Center, Inc. Defined Contribution Retirement Plan
Sponsored by Joslin Diabetes Center, Inc. · EIN 042203836 · Plan #001
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 382
- With balances
- 1,293
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Services Llc | Investment advisory (plan), Direct payment from the plan | $37,500 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $13,600 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $10,382 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $4,150 |