Beloit Health System Matching & Employer Contribution Plan
Sponsored by Beloit Health System, Inc. · EIN 391028081 · Plan #005
- Total assets
- $56.0M
- Net assets
- $56.0M
- Active participants
- 1,533
- With balances
- 1,300
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 |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $76,140 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $6,060 |