Ballad Health 403(b) Plan
Sponsored by Ballad Health · EIN 611771290 · Plan #001
- Total assets
- $731M
- Net assets
- $731M
- Active participants
- 13,366
- With balances
- 12,324
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $338,289 |
| Pyapc | Accounting | $39,630 |
| Oppenheimer & Co. Inc. | Consulting (general) | $20,200 |
| Variable Annuity Life Insurance Co | Other services, Investment management fees (indirect), Shareholder servicing fees | $7,290 |