AUMdb

Marlborough Hospital Defined Contribution Plan

Sponsored by Marlborough Hospital · EIN 042104693 · Plan #002

Total assets
$51.9M
Net assets
$51.9M
Active participants
696
With balances
683

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Fiducient Advisors Llc CRD 106720 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 $23,111
Cohnreznick Llp Accounting $4,700
Strategic Advisors, Inc. Investment advisory (plan) $4,339
Fiducient Advisors Investment advisory (plan) $2,308