AUMdb

Boston Healthcare For The Homeless 403(b) Retirement Plan

Sponsored by Boston Healthcare For Homeless Program, Inc. · EIN 043160480 · Plan #002

Total assets
$34.5M
Net assets
$34.5M
Active participants
718
With balances
652

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $74,017
Mma Securities Llc Investment advisory (plan) $20,450