Baystate Health, Inc Retirement Plan
Sponsored by Baystate Health, Inc · EIN 042105941 · Plan #003
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 13,905
- With balances
- 17,067
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 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 | $671,190 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $99,789 |
| Towers Watson Investment Services, | Investment advisory (plan) | $96,197 |
| Willis Towers Watson Us Llc | Consulting (general) | $59,303 |