Allina 403(b) Retirement Savings Plan
Sponsored by Allina Health System · EIN 363261413 · Plan #004
- Total assets
- $902M
- Net assets
- $902M
- Active participants
- 7,491
- With balances
- 7,869
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 |
|---|---|---|
| Promanage, Llc CRD 133357 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Promanage | Investment advisory (participants) | $182,693 |
| Fidelity Investments Institutional | Recordkeeping, Recordkeeping fees, Trustee (institutional) | $90,071 |
| Faegre Baker Daniels Llp | Legal | $64,251 |
| Mercer Investments Llc | Investment advisory (plan) | $20,756 |