Adventist Health 403(b) Erisa Plan
Sponsored by Adventist Health System/West, Inc. · EIN 953484589 · Plan #006
- Total assets
- $226M
- Net assets
- $226M
- Active participants
- 1,450
- With balances
- 2,231
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| 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 Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $69,871 |
| Strategic Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $22,950 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $8,675 |