Essentia Health Retirement Plan
Sponsored by Essentia Health · EIN 200360007 · Plan #002
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 16,170
- With balances
- 19,655
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 | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $1,161,157 |
| Fiducient Advisors Llc | Investment management, Investment management fees (direct) | $137,720 |
| Eide Bailly Llp | Accounting | $19,400 |
| Gs Investments Inc | Other fees | $6,127 |
| Envestnet Asset Management Inc | Other fees | $6,051 |
| Vestia Advisors Llc | Other fees | $5,179 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $2,393 |