The Harvard Management Company 403(b) Tax Deferred Annuity Plan
Sponsored by Harvard Management Company Inc. · EIN 237361259 · Plan #001
- Total assets
- $58.1M
- Net assets
- $58.1M
- Active participants
- 112
- With balances
- 234
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $17,047 |
| Fidelity Invt Inst Op Co., Inc. | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $298 |