AUMdb

Lakeland Regional Medical Center 403(b) Plan

Sponsored by Lakeland Regional Medical Center, Inc. · EIN 592650456 · Plan #003

Total assets
$425M
Net assets
$425M
Active participants
7,601
With balances
7,216

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $312,788
Bks Retirement Services Investment advisory (plan) $25,000