Mary Washington Healthcare 403(b) Plan
Sponsored by Mary Washington Healthcare · EIN 541240646 · Plan #003
- Total assets
- $400M
- Net assets
- $400M
- Active participants
- 3,066
- With balances
- 4,405
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $235,194 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $45,350 |
| Baker Tilly Us, Llp | Accounting, Consulting (general) | $17,008 |