AUMdb

Bridgeport Hospital Tax Sheltered Annuity Plan

Sponsored by Bridgeport Hospital · EIN 060646554 · Plan #006 · Bridgeport, CT

Total assets
$287M
Net assets
$287M
Active participants
4,413
With balances
5,419

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Baker Tilly Us, Llp Accounting, Direct payment from the plan $17,288
Capfinancial Partners Consulting (general), Direct payment from the plan $6,250
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees -$278,751