Lasell University 403(b) Plan
Sponsored by Lasell University · EIN 042103585 · Plan #001
- Total assets
- $71.8M
- Net assets
- $71.8M
- Active participants
- 324
- With balances
- 607
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harvard Square Financial Planning, Llc CRD 166131 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Harvard Square Financial Planning | Investment management, Direct payment from the plan | $13,960 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $10,370 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $7,917 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $2,914 |