AUMdb

Salem Health Hospitals & Clinics Retirement Plan

Sponsored by Salem Health Hospitals & Clinics · EIN 930823471 · Plan #002 · Salem, OR

Total assets
$983M
Net assets
$983M
Active participants
5,954
With balances
7,513

Plan year beginning 01/01/2024 · 401(k)

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) $370,044
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $346,717