Essentia Health 403(b) Plan
Sponsored by Essential Health · EIN 200360007 · Plan #001
- Total assets
- $90.4M
- Net assets
- $90.4M
- Active participants
- 1,010
- With balances
- 1,371
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing | $89,789 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $12,363 |
| Fiducient Advisors Llc | Investment management, Investment management fees (direct) | $11,004 |
| Charles Schwab & Co. Inc | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $422 |