AUMdb

Huntington Memorial Hospital Savings Plan

Sponsored by Huntington Memorial Hospital · EIN 951644036 · Plan #002

Total assets
$620M
Net assets
$620M
Active participants
3,815
With balances
5,385

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $383,428
Strategic Advisors, Inc. Investment advisory (plan) $333,853