Medical Center Emergency Services Retirement Savings Thrift Plan
Sponsored by Medical Center Emergency Services · EIN 382537427 · Plan #001
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 77
- With balances
- 118
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 |
|---|---|---|
| Fifth Third Bank, National | Investment advisory (plan) | $50,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,214 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,914 |