Freeman Regional Health Services 403(b) Plan
Sponsored by Freeman Regional Health Services · EIN 460232450 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 221
- With balances
- 144
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $27,387 |
| Definiti Llc | Contract administrator | $1,355 |
| Capital Group Retire Plan Services | Recordkeeping fees | $375 |