Banner Health Employees 403(b) Plan
Sponsored by Banner Health · EIN 450233470 · Plan #044
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 11,429
- With balances
- 4,218
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst. Ops. Co. | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $171,182 |
| Banner Health | Plan administrator, Direct payment from the plan | $130,000 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $40,821 |