St. Charles Health System, Inc. Retirement Plan
Sponsored by St. Charles Health System, Inc. · EIN 930602940 · Plan #001
- Total assets
- $744M
- Net assets
- $744M
- Active participants
- 5,051
- With balances
- 6,204
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, 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 |
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $344,954 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $224,428 |
| Newport Capital Group | Investment advisory (plan) | $135,596 |
| Kbf Cpas Llp | Accounting | $17,500 |