St. Croix Regional Medical Center 403(b) Plan
Sponsored by St. Croix Regional Medical Center, Inc. · EIN 390890676 · Plan #001
- Total assets
- $83.5M
- Net assets
- $83.5M
- Active participants
- 679
- With balances
- 769
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $166,717 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $78,195 |
| Commonwealth Equity Services Llp | Investment management, Direct payment from the plan | $30,470 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |