AUMdb

Boston Healthcare For The Homeless Profit Sharing Plan

Sponsored by Boston Healthcare For Homeless · EIN 043160480 · Plan #001

Total assets
$22.0M
Net assets
$22.0M
Active participants
432
With balances
470

Plan year beginning 01/01/2024 · Default investment account (QDIA), 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
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 $37,739
Mma Securities Llc Investment advisory (plan) $20,450