Fairview Health Services 403 B Plan
Sponsored by Fairview Health Services · EIN 410991680 · Plan #015
- Total assets
- $3.3B
- Net assets
- $3.3B
- Active participants
- 24,777
- With balances
- 34,066
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,425,678 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $503,188 |