AUMdb

The Christ Hospital 403(b) Retirement Savings Plan

Sponsored by The Christ Hospital · EIN 310538525 · Plan #006

Total assets
$522M
Net assets
$522M
Active participants
7,185
With balances
8,760

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $434,203
Merrill Lynch Consulting (general), Investment advisory (plan) $84,140
Strategic Advisors, Inc. Investment advisory (plan) $70,321