Healthalliance Partnership Retirement Savings Plan
Sponsored by Umass Memorial Healthalliance Clinton Hospital, Inc · EIN 042103555 · Plan #003
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 1,555
- With balances
- 1,877
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| 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, Direct payment from the plan | $69,584 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $5,368 |
| Strategic Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $3,182 |