Jefferson Hospital Association 401(k) Retirement Savings Plan
Sponsored by Jefferson Hospital Association, Inc · EIN 710329353 · Plan #003
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 1,517
- With balances
- 1,950
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 |
|---|---|---|
| Simmons Bank Institutional Wealth | Investment advisory (participants), Investment advisory (plan), Investment management | $260,273 |
| Pcs Retirement, Llc | Participant loan processing, Participant communication, Recordkeeping fees | $38,177 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $36,229 |
| Matrix | Custodial (securities) | $33,863 |
| Southeastern Employee Benefits | Recordkeeping, Recordkeeping fees | $11,962 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $963 |