AUMdb

Biotechnology Innovation Organization Retirement 401(k) Plan

Sponsored by Biotechnology Innovation Organization · EIN 521224577 · Plan #001

Total assets
$42.1M
Net assets
$42.1M
Active participants
124
With balances
258

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $32,000
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $22,382