Roper St. Francis Healthcare 403(b) Plan
Sponsored by Roper St. Francis Healthcare · EIN 570831165 · Plan #003
- Total assets
- $664M
- Net assets
- $664M
- Active participants
- 6,783
- With balances
- 8,887
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $429,808 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $234,662 |
| Forvis Mazars, Llp | Accounting | $27,300 |