Froedtert Health, Inc. 403(b) Plan
Sponsored by Froedtert Thedacare Health, Inc. · EIN 392014409 · Plan #003
- Total assets
- $2.2B
- Net assets
- $2.2B
- Active participants
- 16,292
- With balances
- 19,027
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Veratis Advisors, Inc. CRD 117892 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $965,744 |
| Veratis Advisors, Inc. | Investment advisory (plan) | $148,520 |
| Clifton Larson Allen Llp | Accounting | $16,800 |