Sarah Bush Lincoln Health Center Employee Retirement Plan
Sponsored by Sarah Bush Lincoln Health Center · EIN 237098532 · Plan #003 · Mattoon, IL
- Total assets
- $344M
- Net assets
- $344M
- Active participants
- 3,436
- With balances
- 3,720
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 |
|---|---|---|
| First Oak Wealth Management, Llc CRD 288316 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Mid Wealth Management | Investment advisory (participants) | $300,610 |
| Parker Poe Attorneys At Law | Legal | $8,608 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$164,418 |