Tanner Advantage 401(k) Plan
Sponsored by Tanner Medical Center, Inc · EIN 581790149 · Plan #003
- Total assets
- $435M
- Net assets
- $435M
- Active participants
- 4,631
- With balances
- 5,475
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 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 | $318,887 |
| Cap Financial Partners | Investment advisory (participants) | $34,000 |