Rutland Regional Health Services Retirement Savings Plan
Sponsored by Rutland Regional Medical Center · EIN 030183483 · Plan #002
- Total assets
- $289M
- Net assets
- $289M
- Active participants
- 1,706
- With balances
- 2,338
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Automatic enrollment, Default investment account (QDIA)
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 | $116,810 |
| Fiducient Advisors Llc | Consulting (general) | $74,840 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $52,538 |