Adventist Health 401(k) Plan
Sponsored by Adventist Health System/West, Inc. · EIN 953484589 · Plan #007
- Total assets
- $287M
- Net assets
- $287M
- Active participants
- 4,812
- With balances
- 5,561
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fid Inv Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $122,263 |
| Strategic Advisors,Inc | Investment advisory (plan), Direct payment from the plan | $36,895 |