Dana Farber Cancer Institute Retirement Plan
Sponsored by Dana Farber Cancer Institute, Inc. · EIN 042263040 · Plan #003
- Total assets
- $930M
- Net assets
- $930M
- Active participants
- 6,039
- With balances
- 9,898
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $140,809 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $85,087 |
| Capfinancial Partners | Investment advisory (plan), Investment management, Consulting (general) | $32,500 |
| Dana Farber Cancer Institute | Employee (plan sponsor), Direct payment from the plan | $26,272 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $25,025 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $22,548 |