Overlake Hospital Medical Center 403(b)retirement Plan
Sponsored by Overlake Hospital Medical Center · EIN 910652651 · Plan #002
- Total assets
- $654M
- Net assets
- $654M
- Active participants
- 3,851
- With balances
- 5,219
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lucid Advisors, Inc. CRD 116639 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Accounting, Investment advisory (plan), Legal | $258,830 |
| Lucid Advisors, Inc. | Investment advisory (plan), Other fees | $42,208 |
| Clark Nuber | Accounting, Other fees | $34,833 |
| Eisenhower & Carlson | Legal | $9,620 |