The Queen's Health Systems Retirement Plus Plan
Sponsored by The Queen's Health Systems · EIN 990238120 · Plan #002
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 487
- With balances
- 817
Plan year beginning 01/01/2024 · Default investment account (QDIA), Participant-directed brokerage accounts
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 | $47,486 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $29,539 |
| Kkdly, Llc | Consulting (general) | $14,555 |
| Carls Ball Llp | Consulting (general) | $12,661 |
| Global Retirement Partners | Consulting (general) | $6,898 |