Dana Farber Cancer Institute Tax Deferred Annuity Plan
Sponsored by Dana Farber Cancer Institute, Inc. · EIN 042263040 · Plan #004
- Total assets
- $870M
- Net assets
- $870M
- Active participants
- 8,349
- With balances
- 10,876
Plan year beginning 01/01/2024 · Total participant-directed account, 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 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $154,978 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $62,216 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $38,307 |
| Capfinancial Partners Llc | Investment advisory (plan), Investment management, Consulting (general) | $32,500 |
| Dana Farber Cancer Institute | Employee (plan) | $23,137 |
| Caron & Bletzer Pllc | Accounting | $18,525 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $200 |