AUMdb

Memorial Health System 403(b) Plan

Sponsored by Memorial Health System · EIN 371110690 · Plan #003

Total assets
$134M
Net assets
$134M
Active participants
1,388
With balances
1,529

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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 Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $72,611