Peacehealth Southwest Medical Center Retirement Savings Plan
Sponsored by Peacehealth · EIN 910939479 · Plan #002
- Total assets
- $344M
- Net assets
- $344M
- Active participants
- 3,642
- With balances
- 4,609
Plan year beginning 01/01/2024 · Default investment account (QDIA), Total participant-directed account, Participant-directed brokerage accounts
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 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $36,412 |
| Fid Inv Instl Ops Co | Participant loan processing, Securities brokerage commissions, Recordkeeping fees | $27,256 |
| Sageview Advisory Group | Consulting (general), Investment advisory (plan), Direct payment from the plan | $18,424 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $16,650 |