AUMdb

Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan

Sponsored by Southern New Hampshire Medical Center · EIN 020483054 · Plan #003

Total assets
$248M
Net assets
$247M
Active participants
2,599
With balances
2,067

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Participant-directed brokerage accounts

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
Strategic Advisors, Inc. Investment advisory (plan) $42,763
Resources Investment Advisors Llc Consulting (general), Investment advisory (plan) $24,909
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$148,471