St. Joseph And Covenant Health Systems 401(k) Plan
Sponsored by St.Joseph Health System · EIN 953589356 · Plan #004
- Total assets
- $4.5B
- Net assets
- $4.5B
- Active participants
- 30,166
- With balances
- 38,816
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 Investments Institutional | Valuation, Recordkeeping fees, Account maintenance fees | $1,259,172 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $965,279 |
| Seven Simple Machines | Consulting (general) | $172,722 |
| Milliman Inc. | Consulting (general) | $143,534 |
| Clark Nuber, P.S. | Accounting | $48,600 |