Olmsted Medical Center Retirement Savings Plan
Sponsored by Olmsted Medical Center · EIN 410855367 · Plan #001
- Total assets
- $303M
- Net assets
- $303M
- Active participants
- 1,429
- With balances
- 1,854
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
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 | $150,075 |
| Francis | Investment advisory (plan) | $148,352 |