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Original filing (PDF)20250916072852NAL0002282944001
HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC
Form 5500
FILING_RECEIVED
HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
2,311
Accounts w/ balance
2,819
Plan assets (EOY)
$848.4M
Net assets (EOY)
$848.4M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC.
Plan sponsor
Name
HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC
EIN
22-2768204
Address
THE MASCO BUILDING - THIRD FLOOR · 375 LONGWOOD AVE · BOSTON, MA · 02215
Phone
(781) 528-2850
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $213K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INV ADVISORY | $94K | — |
Investments
46 direct securities · 1 pooled fund· $848.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$846.5M
46 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | — | — | — | $123.1M | 14.5% | |
| Fidelity Investments Growth Co K | — | — | — | $99.0M | 11.7% | |
| Fidelity Investments Contrafund K6 Fund | — | — | — | $79.2M | 9.3% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Fidelity Self-Directed Brokerage Account | — | — | — | $55.8M | 6.6% | |
| Fidelity Investments Freedom 2030 K6 Fund | — | — | — | $33.0M | 3.9% | |
| Fidelity Investments Freedom 2045 K6 Fund | — | — | — | $32.4M | 3.8% | |
| TIAA Traditional Annuity Fully Benefit-Responsive | — | — | — | $31.2M | 3.7% | |
| Fidelity Investments Freedom 2035 K6 Fund | — | — | — | $29.8M | 3.5% | |
| CREF Stock Fund | — | — | — | $27.9M | 3.3% | |
| Fidelity Investments Freedom 2040 K6 Fund | — | — | — | $27.9M | 3.3% | |
| Fidelity Investments Freedom 2050 K6 Fund | — | — | — | $22.8M | 2.7% | |
| Fidelity Investments International Index | — | — | — | $20.9M | 2.5% | |
| CREF Growth Account | — | — | — | $19.4M | 2.3% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $18.9M | 2.2% | |
| Fidelity Investments Government Money Market | — | — | — | $18.3M | 2.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $18.3M | 2.2% | |
| Fidelity Investments Ext Market Index | — | — | — | $17.6M | 2.1% | |
| MFS Value R6 | — | — | — | $16.3M | 1.9% | |
| CREF Equity Index Account | — | — | — | $13.5M | 1.6% | |
| Fidelity Investments Freedom 2025 K6 Fund | — | — | — | $12.5M | 1.5% | |
| Fidelity Investments Diversified International K6 | — | — | — | $12.0M | 1.4% | |
| CREF Global Fund | — | — | — | $11.3M | 1.3% | |
| PIMCO Income Inst | — | — | — | $10.7M | 1.3% | |
| Fidelity Investments US Bond Index | — | — | — | $8.6M | 1.0% | |
| Fidelity Investments Freedom 2055 K6 Fund | — | — | — | $8.1M | 1.0% | |
| Dimensional Fund Advisors DFA Emerging Markets I | — | — | — | $8.1M | 1.0% | |
| Fidelity Investments Freedom 2020 K6 Fund | — | — | — | $8.0M | 0.9% | |
| Baron Funds Baron Asset Inst | — | — | — | $7.2M | 0.8% | |
| Fidelity Investments Freedom 2010 K6 Fund | — | — | — | $7.1M | 0.8% | |
| Cohen & Steers Cohen and Steers Real Estate Securities Fund | — | — | — | $6.1M | 0.7% | |
| Fidelity Investments Freedom 2015 K6 Fund | — | — | — | $5.6M | 0.7% | |
| CREF Social Choice Fund | — | — | — | $4.8M | 0.6% | |
| PIMCO Total Return lnstl PL | — | — | — | $4.7M | 0.6% | |
| PIMCO Real Return Inst | — | — | — | $4.5M | 0.5% | |
| Columbia Small Cap Value II I3 | — | — | — | $3.6M | 0.4% | |
| Fidelity Investments International Small Cap Fund | — | — | — | $3.1M | 0.4% | |
| Fidelity Investments Freedom Income K6 Fund | — | — | — | $2.8M | 0.3% | |
| Lord Abbett Lord Abbett Developing Growth Fund Class R6 | — | — | — | $2.7M | 0.3% | |
| Vanguard Treasury Money Market Inv. | — | — | — | $2.7M | 0.3% | |
| TIAA-CREF REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.9M | 0.2% | |
| CREF Inflation-Linked Bond Fund | — | — | — | $1.9M | 0.2% | |
| Fidelity Investments Freedom 2060 K6 Fund | — | — | — | $1.6M | 0.2% | |
| Participant loans Interest rates between 4.25% to 9.50% - | — | — | — | $1.3M | 0.1% | |
| CREF Bond Market Fund | — | — | — | $966K | 0.1% | |
| Fidelity Investments Freedom 2065 K6 Fund | — | — | — | $717K | <0.1% | |
| CREF Money Market Fund | — | — | — | $546K | <0.1% | |
| TIAA Traditional Annuity Non Benefit-Responsive | — | — | — | $8K | <0.1% |