Brown Health 403(b) Retirement Plan
Sponsored by Lifespan Corporation, Dba Brown University Health · EIN 222861978 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 8,630
- With balances
- 7,722
Plan year beginning 01/01/2024 · 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Recordkeeping fees | $382,297 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $213,594 |
| Resources Investment Advisors, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $62,345 |
| Nixon Peabody Llp | Legal, Direct payment from the plan | $53,792 |
| Tiaa Cref | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,173 |