Scripps Health Retirement Savings Plan
Sponsored by Scripps Health · EIN 951684089 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 17,768
- With balances
- 21,170
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, 401(m) arrangement
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 | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $940,738 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $228,888 |
| Ernst & Young Llp | Accounting | $35,228 |
| L+L Printers | Other services | $5,134 |