# Lahey Clinic Foundation, INC. DC Plan
Source: https://planprovider.pro/companies/lahey-clinic-foundation-inc-plan

> Lahey Clinic Foundation, INC.'s DC plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Lahey Clinic Foundation, INC.

- **Sponsor EIN:** 042323457

- **Sponsor Address:** 41 MALL ROAD, BURLINGTON, MA, 01805

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|0|$0|$46.6M|$61.3M|

| 2022|7,725|$1.1B|$45.0M|$57.3M|

## 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|

| BETH ISRAEL LAHEY HEALTH|CONSULTANT|$253,754|—|$253,754|

| NEPC,LLC|CONSULTANT|$21,648|—|$21,648|

| BDO USA, LLP|ACCOUNTANT/AUDITOR|$18,312|—|$18,312|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,374|—|$10,374|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC,LLC](https://planprovider.pro/provider/milliman) — CONSULTANT

- [BDO USA, LLP](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $304,088

### 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|

| 2023|$574,390|$51,628|$900|$25,327|—|

| 2022|$379,778|$10,374|—|—|—|

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