Brown Health 401(k) Retirement Savings Plan
Sponsored by Lifespan Corporation, Dba Brown University Health · EIN 222861978 · Plan #005
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 19,966
- With balances
- 22,380
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 |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Recordkeeping fees | $472,682 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $299,272 |
| Resource Investment Advisors | Consulting (general), Investment advisory (plan), Direct payment from the plan | $51,915 |
| Cbiz Cpas P.C. | Accounting | $21,220 |
| Nixon Peabody Llp | Legal, Direct payment from the plan | $11,615 |