Sage Memorial Hospital Tax Sheltered Annuity
Sponsored by Navajo Health Foundation Sage Memorial Hospital, Inc. · EIN 237314364 · Plan #002
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 300
- With balances
- 223
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hunnex & Shoemaker, Inc. | Contract administrator | $7,329 |
| Mccauley Investment Advisory, Llc | Recordkeeping | $5,600 |
| Nationwide | Sales loads, Recordkeeping fees, Other investment fees and expenses | $3,833 |
| Lincoln National Corporation | Recordkeeping | $1,145 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |