AUMdb

Enloe Medical Center Defined Contribution Retirement Plan

Sponsored by Enloe Medical Center · EIN 941603784 · Plan #003

Total assets
$244M
Net assets
$244M
Active participants
3,698
With balances
3,873

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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) $49,634
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $32,632