Beloit Health System 403(b) Plan
Sponsored by Beloit Health System, Inc. · EIN 391028081 · Plan #002
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 1,596
- With balances
- 1,182
Plan year beginning 01/01/2024 · Profit-sharing, 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 | Recordkeeping, Participant loan processing, Direct payment from the plan | $165,696 |
| Strategic Advisors | Investment advisory (participants), Direct payment from the plan | $20,157 |