Asante 403 B Plan
Sponsored by Asante · EIN 930223960 · Plan #002
- Total assets
- $759M
- Net assets
- $759M
- Active participants
- 5,815
- With balances
- 7,129
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $606,602 |
| Strategic Advisors | Investment advisory (plan), Investment management fees (direct) | $204,902 |
| Advisory Services & Investments | Accounting, Direct payment from the plan | $56,250 |
| Invesco Advisers, Inc. | Contract administrator, Direct payment from the plan, Other insurance fees and expenses | $270 |
| Voya Retirement Ins And Annuity Co | Contract administrator, Direct payment from the plan, Other insurance fees and expenses | $185 |
| The Variable Annuity Life Ins Co | Contract administrator, Direct payment from the plan, Other insurance fees and expenses | $129 |