Beth Israel Lahey 403(b) Retirement Savings Plan
Sponsored by Beth Israel Lahey Health · EIN 042103881 · Plan #005
- Total assets
- $3.5B
- Net assets
- $3.5B
- Active participants
- 39,601
- With balances
- 29,416
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 |
|---|---|---|
| Strategic Advisers Llc CRD 104555 | 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 |
|---|---|---|
| Capfinancial Partners Llc | Consulting (general) | $1,403,379 |
| Fid Inv Instl Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $284,860 |
| Strategic Advisers, Inc | Investment advisory (plan), Direct payment from the plan | $231,401 |
| Bdo | Accounting, Recordkeeping | $185,222 |
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $62,059 |
| Nepc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $0 |