Promedica Health System, Inc. 403(b) Plan
Sponsored by Promedica Health System, Inc. · EIN 341517671 · Plan #003
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 3,561
- With balances
- 2,053
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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, Direct payment from the plan, Sub-transfer agency fees | $100,705 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $25,913 |
| Mercer | Consulting (general), Direct payment from the plan | $25,000 |
| Promedica Employment Services, Llc | Plan administrator, Direct payment from the plan | $22,075 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $15,200 |