Providence Health & Services 403(b) Value Plan
Sponsored by Providence Health & Services · EIN 510216586 · Plan #002
- Total assets
- $6.5B
- Net assets
- $6.5B
- Active participants
- 39,977
- With balances
- 60,131
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $915,497 |
| Fidelity | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $506,646 |
| Seven Simple Machines | Consulting (general) | $230,574 |
| Milliman, Inc. | Consulting (general) | $180,810 |
| Clark Nuber P.S | Accounting | $51,500 |