Saratoga Medical Center, Inc. 401(k) Plan
Sponsored by Saratoga Medical Center, Inc. · EIN 541288737 · Plan #001
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 210
- With balances
- 198
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $28,178 |
| Alliant Insurance Services, Inc. | Contract administrator, Investment advisory (plan), Other services | $12,378 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |