AUMdb

Rochester Regional Health 401(k) Defined Contribution Plan

Sponsored by Rochester Regional Health · EIN 471234999 · Plan #002

Total assets
$92.5M
Net assets
$92.5M
Active participants
2,156
With balances
2,479

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fid Inv Inst Ops Co Recordkeeping, Participant loan processing, Recordkeeping fees $74,264
Strategic Advisors, Inc. Investment advisory (plan), Direct payment from the plan $16,687