Frederick Health 403(b) Plan
Sponsored by Frederick Health, Inc. · EIN 520591612 · Plan #004
- Total assets
- $321M
- Net assets
- $321M
- Active participants
- 3,476
- With balances
- 4,261
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $641,081 |
| One Digital | Consulting (general), Direct payment from the plan, Other fees | $63,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |