Clinton Hospital Association Tax Sheltered Annuity Plan
Sponsored by Umass Memorial Healthalliance Clinton Hospital, Inc · EIN 042103555 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 117
- With balances
- 251
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $5,006 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $671 |