AUMdb

Children's Of Alabama 401(k) Plan

Sponsored by The Children's Hospital Of Alabama · EIN 630307306 · Plan #001

Total assets
$618M
Net assets
$618M
Active participants
5,592
With balances
6,850

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 93% 2024
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 $367,855
Cap Financial Partners, Llc Investment advisory (plan) $79,653
Strategic Advisors, Inc. Investment advisory (plan) $64,538