Plan Snapshot
- Plan Sponsor: Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. INC
- Sponsor EIN: 222768204
- Sponsor Address: THE MASCO BUILDING - THIRD FLOOR, BOSTON, MA, 02215
- Plan Type: 401(k)
- Total Participants: 2,311
- Total Assets: $848.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,311 | $848.4M | $0 | $36.3M |
| 2023 | 2,150 | $722.2M | $0 | $32.8M |
| 2022 | 2,150 | $599.5M | $1,570 | $29.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $323,213 | $94,130 | $25 | — | — |
| 2023 | $314,829 | $129,658 | $325 | — | — |
| 2022 | $136,613 | $77,996 | — | — | — |