Retirement Plan For Employees Of Whitehead Insti Tute For Biomedical Research
Sponsored by Whitehead Institute For Biomedical Research · EIN 061043412 · Plan #001
- Total assets
- $98.6M
- Net assets
- $98.6M
- Active participants
- 334
- With balances
- 1,110
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $48,074 |
| Tiaa | Participant loan processing, Recordkeeping fees | $1,658 |