Bon Secours Charity Health System Tax Sheltered Annuity Plan
Sponsored by Bon Secours Charity Health System, Inc · EIN 912135195 · Plan #002
- Total assets
- $324M
- Net assets
- $324M
- Active participants
- 3,801
- With balances
- 4,030
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, 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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $376,181 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $270,747 |
| Cappfinancial (Captrust) | Investment advisory (plan) | $114,088 |
| Pkf O'connor Davies Llp | Accounting | $42,750 |