AUMdb

St. Peter's Hospital 403(b) Tax Deferred Savings Plan

Sponsored by St. Peters Health · EIN 810233121 · Plan #002

Total assets
$130M
Net assets
$130M
Active participants
1,848
With balances
2,422

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $271,879
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0