Adventhealth Consolidated Erisa 403(b) Plan
Sponsored by Adventhealth Benefits Administrative Committee · EIN 592170012 · Plan #002
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 1,804
- With balances
- 1,905
Plan year beginning 01/01/2024 · 401(k)
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 | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $60,075 |
| Merrill Lynch | Investment advisory (plan) | $19,958 |
| Smith & Downey | Legal | $19,297 |
| Wealth Management Systems Inc | Other services | $0 |