St. Francis Health Services Of Morris Tax Deferred Annuity Plan
Sponsored by St Francis Health Services Of Morris Inc. · EIN 411484416 · Plan #005
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 2,133
- With balances
- 977
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $35,664 |
| Francis Llc | Investment management, Investment management fees (indirect) | $0 |