Holyoke Medical Center, Inc. 403(b) Retirement Plan
Sponsored by Holyoke Medical Center, Inc. · EIN 222520073 · Plan #002
- Total assets
- $70.5M
- Net assets
- $70.5M
- Active participants
- 2,162
- With balances
- 1,057
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 |
|---|---|---|
| Shepherd Kaplan Krochuk, Llc CRD 127304 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan, Distribution (12b-1) fees | $74,798 |
| Fidelity Personal Trust Company | Custodial (securities), Direct payment from the plan, Distribution (12b-1) fees | $21,375 |
| Shepherd Kaplan Krochuck, Llc | Investment advisory (plan), Investment management fees (direct) | $8,008 |