The Broad Institute, Inc. 401(k) Retirement Plan
Sponsored by The Broad Institute · EIN 263428781 · Plan #001 · Cambridge, MA
- Total assets
- $476M
- Net assets
- $476M
- Active participants
- 2,033
- With balances
- 4,123
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 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 | $180,237 |
| Rocaton Investment Advisors, Llc | Investment advisory (plan) | $111,185 |