St. Mary's Medical Center 403(b) Plan
Sponsored by St. Mary's Medical Center, Inc. · EIN 550357050 · Plan #002
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 3,704
- With balances
- 4,283
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $226,712 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $35,000 |