Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
Sponsored by Bronson Healthcare Group, Inc. · EIN 382418383 · Plan #003
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 9,693
- With balances
- 11,927
Plan year beginning 01/01/2024 · Default investment account (QDIA), 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, Sub-transfer agency fees, Recordkeeping fees | $664,146 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $173,620 |
| Capfinancial Partners, Llc | Consulting (general) | $98,373 |
| Plante Moran | Accounting | $26,100 |
| Willis Towers Watson | Consulting (general) | -$10,417 |