AUMdb

The Good Samaritan Hospital 401(k) Retirement Savings Plan

Sponsored by Pih Health Good Samaritan Hospital · EIN 951656366 · Plan #002

Total assets
$235M
Net assets
$235M
Active participants
1,228
With balances
1,593

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
Concurrent Investment Advisors, Llc CRD 323135 fuzzy_auto · 98% 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 $77,263
Strategic Advisors, Inc. Investment advisory (plan) $36,817
Pension Assurance Accounting $15,000
Concurrent Investment Advisors, Ll Investment advisory (plan) $5,400