Mcleod Health 401(k) Plan
Sponsored by Mcleod Health · EIN 510473500 · Plan #002
- Total assets
- $809M
- Net assets
- $809M
- Active participants
- 11,131
- With balances
- 12,200
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 |
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 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 | $593,279 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $147,424 |
| Mercer Investment Management Inc | Investment advisory (plan) | $67,138 |
| Greerwalker | Accounting | $46,800 |