Tj Regional Health Inc. 403(b) Plan
Sponsored by Tj Regional Health Inc. · EIN 610461767 · Plan #003
- Total assets
- $83.2M
- Net assets
- $83.2M
- Active participants
- 1,498
- With balances
- 1,620
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $286,163 |
| Robert W. Baird & Co. Incorporated | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |