AUMdb

Shands Healthcare Matched Savings Account 403(b)

Sponsored by Shands Teaching Hospital And Clinics, Inc. · EIN 591943502 · Plan #003

Total assets
$625M
Net assets
$625M
Active participants
12,706
With balances
15,600

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator, Securities brokerage commissions $686,889
Bks Retirement Services Investment advisory (plan) $25,000
James Moore & Co. Accounting $13,000