Sturdy Memorial 403(b) Plan
Sponsored by Sturdy Memorial Hospital, Inc. · EIN 042768252 · Plan #002 · Attleboro, MA
- Total assets
- $218M
- Net assets
- $218M
- Active participants
- 2,160
- With balances
- 2,479
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Prime Buchholz Llc CRD 106455 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $97,117 |
| Financial Engines | Investment advisory (plan) | $91,353 |
| Prime Buchholz | Investment advisory (plan) | $31,986 |
| Caron & Bletzer, Pllc | Accounting | $11,800 |
| Segal Marco | Investment advisory (plan) | $5,833 |