Blue Shield Of California Tax Deferred Salary Investment Plan
Sponsored by California Physicians Service, Dba Blue Shield Of Ca · EIN 940360524 · Plan #002
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 7,533
- With balances
- 10,447
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 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $456,703 |
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | $236,808 |
| Mercer Investments, Llc | Investment advisory (plan) | $21,250 |
| Armanino Llp | Accounting | $20,016 |
| Bcbsa Neba | Plan administrator | $16,535 |
| Ss&C | Other services | $0 |