Medcentral Health System Employees' Retirement Plan
Sponsored by Medcentral Health System · EIN 340714456 · Plan #007
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 1,146
- With balances
- 558
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees, Direct payment from the plan | $10,254 |
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $5,670 |
| Fid Inv Instl Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$6,919 |