AUMdb

Louisiana Health Service & Indemnity Co. Tax Favored Savings Program

Sponsored by Louisiana Health Service & Indemnity Company · EIN 237384555 · Plan #002

Total assets
$661M
Net assets
$661M
Active participants
3,333
With balances
4,469

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $157,154
Fidelity Investments Institutional Trustee (directed), Participant loan processing, Sub-transfer agency fees $111,943
Ss&C Other services $0