Adventhealth Consolidated Erisa 401(a) Plan
Sponsored by Adventhealth Benefits Administrative Committee · EIN 592170012 · Plan #001
- Total assets
- $332M
- Net assets
- $332M
- Active participants
- 3,853
- With balances
- 3,973
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
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 | $112,547 |
| Merrill Lynch Retirement | Investment advisory (plan) | $32,385 |
| Pff O'connor Davies, Llp | Legal | $6,225 |
| Smith & Downey | Legal | $5,328 |
| Wealth Management Systems Inc | Other services | $0 |