Sheppard Pratt Health System 403(b) Retirement Plan
Sponsored by Sheppard Pratt Health System · EIN 520591684 · Plan #003
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 4,395
- With balances
- 5,235
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 Instl Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $301,114 |
| Strategic Advisors Inc | Investment advisory (plan), Direct payment from the plan | $13,941 |