AUMdb

Sutter Health Retirement Income Plan

Sponsored by Sutter Health · EIN 942788907 · Plan #334

Total assets
$865M
Net assets
$864M
Active participants
13,396
With balances
10,940

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $275,998