Children's Hospital & Medical Center 403(b) Plan
Sponsored by Children's Hospital & Medical Center · EIN 470379754 · Plan #002
- Total assets
- $457M
- Net assets
- $457M
- Active participants
- 3,739
- With balances
- 4,428
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $443,224 |
| Usi Advisors Inc | Investment advisory (plan) | $76,000 |
| Eide Bailly Llp | Accounting | $25,200 |