Botsford Hospital Defined Contribution Plan
Sponsored by Beaumont Health · EIN 381426919 · Plan #003
- Total assets
- $48.8M
- Net assets
- $48.8M
- Active participants
- 1,367
- With balances
- 1,450
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Ops | Contract administrator, Recordkeeping fees, Account maintenance fees | $48,706 |
| George Johnson & Company | Accounting, Direct payment from the plan | $21,000 |
| Stifel Pearl Street Inv Mgmnt | Investment management, Direct payment from the plan | $12,000 |
| Financial Engines | Investment advisory (plan), Direct payment from the plan | $2,392 |