Mercy Health Retirement Savings Plan 403 B
Sponsored by Bon Secours Mercy Health, Inc. · EIN 521301088 · Plan #025
- Total assets
- $68.2M
- Net assets
- $68.2M
- Active participants
- 813
- With balances
- 1,295
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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, Recordkeeping fees, Account maintenance fees | $11,379 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,985 |