Chi Franciscan Health Retirement Savings Plan
Sponsored by Virginia Mason Franciscan Health · EIN 910712166 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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) | $48,169 |
| Fidelity Invest Instit Ops | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,028 |