The Retirement Plan For Employees Of Aurelia Osborn Fox Memorial Hospital
Sponsored by Aurelia Osborn Fox Memorial Hospital · EIN 150539039 · Plan #003
- Total assets
- $59.6M
- Net assets
- $59.6M
- Active participants
- 576
- With balances
- 1,404
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,909 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$21,156 |