AUMdb

Empath Health 403(b) Plan

Sponsored by Empath Stratum, Inc. · EIN 851356625 · Plan #001

Total assets
$145M
Net assets
$145M
Active participants
2,674
With balances
3,534

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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 $328,290
Sageview Advisory Group Contract administrator $75,182
The Variable Annuity Life Insurance Contract administrator $5,965