The Queen's Health Systems Retirement Savings Plan
Sponsored by The Queen's Health Systems · EIN 990238120 · Plan #003
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 9,266
- With balances
- 11,719
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 | $687,356 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $671,342 |
| Global Retirement Partners | Consulting (general) | $92,700 |
| Carlsmith Ball Llp | Consulting (general) | $27,612 |
| Kkdly Llc | Consulting (general) | $17,277 |