Rochester Regional Health 403(b) Defined Contribution Plan
Sponsored by Rochester Regional Health · EIN 471234999 · Plan #003
- Total assets
- $987M
- Net assets
- $987M
- Active participants
- 15,944
- With balances
- 18,329
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 | $891,469 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $130,950 |
| Nepc, Llc | Contract administrator | $89,794 |