Kootenai Health 403(b) Plan
Sponsored by Kootenai Clinic, Llc · EIN 454069155 · Plan #001
- Total assets
- $79.9M
- Net assets
- $79.9M
- Active participants
- 4,205
- With balances
- 4,311
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (plan) | $114,542 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,934 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $21,197 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $79.9M | 4,205 | ack 20250822140655NAL0005177601001 |
| 01/01/2021 | $28.8M | 197 | ack 20250822140257NAL0009293616001 |
| 01/01/2020 | $24.9M | 170 | ack 20250822140208NAL0009292544001 |
| 01/01/2019 | $18.2M | 153 | ack 20250822140117NAL0002586835001 |
| 01/01/2018 | $12.6M | 144 | ack 20250822140024NAL0002585571001 |
| 01/01/2017 | $10.5M | 132 | ack 20250822135931NAL0002584947001 |
| 01/01/2016 | $7.0M | 118 | ack 20250822135834NAL0002572995001 |
| 01/01/2015 | $4.9M | 115 | ack 20250822135523NAL0010019570001 |