Mayo Clinic Health System 401(a) Plan
Sponsored by Mayo Clinic Health System Mankato · EIN 411236756 · Plan #005 · Mankato, MN
- Total assets
- $256M
- Net assets
- $256M
- Active participants
- 2,336
- With balances
- 3,539
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Engines | Investment advisory (plan) | $284,569 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$88,648 |