Swedishamerican 403(b) Incentivesaver Plan
Sponsored by Swedishamerican Health System · EIN 363241458 · Plan #004
- Total assets
- $402M
- Net assets
- $402M
- Active participants
- 3,899
- With balances
- 5,499
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Promanage, Llc CRD 133357 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Promanage Llc | Investment advisory (participants), Direct payment from the plan | $445,753 |
| T Rowe Price Rps Inc | Recordkeeping, Custodial (other), Custodial (securities) | $21,297 |