AUMdb

Ohiohealth Retirement Savings Plan 403(b)

Sponsored by Ohiohealth · EIN 314394942 · Plan #001

Total assets
$2.7B
Net assets
$2.7B
Active participants
32,259
With balances
29,137

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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 Investment advisory (plan), Direct payment from the plan $827,826
Baker & Hostetler Llp Legal, Direct payment from the plan $5,000
Fid Inv Instl Ops Co Participant loan processing, Contract administrator, Recordkeeping fees -$194,116