O'bleness Memorial Hospital Tax Sheltered Annuity Plan
Sponsored by Ohiohealth · EIN 314446959 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.8M
- Active participants
- 425
- With balances
- 613
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 |
|---|---|---|
| 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 Inc | Investment advisory (plan), Direct payment from the plan | $11,625 |
| Fid Inv Instl Ops Co | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,175 |
| Baker & Hostetler, Llp | Legal, Direct payment from the plan | $80 |