Banner Health Employees 401(k) Plan
Sponsored by Banner Health · EIN 450233470 · Plan #002
- Total assets
- $4.9B
- Net assets
- $4.9B
- Active participants
- 56,849
- With balances
- 54,905
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 |
|---|---|---|
| Fidelity Inv. Inst. Ops.Co,Inc. | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $1,997,039 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $1,669,654 |
| Banner Health | Consulting (general), Direct payment from the plan | $300,570 |