AUMdb

Samaritan Health Services Retirement Plan

Sponsored by Samaritan Health Services · EIN 930951989 · Plan #002

Total assets
$321M
Net assets
$321M
Active participants
5,269
With balances
6,205

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $278,898
Rv Kuhns & Associates, Inc. Investment management, Other fees $0
Kbf Cpas Audit, Llp Accounting, Other fees $0