Beth Israel Lahey Health 401(k) Retirement Savings Plan
Sponsored by Beth Israel Lahey Health · EIN 042103881 · Plan #004
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 15,698
- With balances
- 15,964
Plan year beginning 01/01/2024 · 401(k)
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Consulting (general), Consulting (pension), Direct payment from the plan | $866,917 |
| Strategic Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $474,575 |
| Fid Inv Instl Ops Co | Participant loan processing, Investment advisory (plan), Recordkeeping fees | $169,022 |
| Bdo | Accounting, Direct payment from the plan | $36,029 |
| Nepc | Consulting (general), Consulting (pension), Direct payment from the plan | $0 |