Samaritan Health Services Tax Sheltered Annuity Pl
Sponsored by Samaritan Health Services · EIN 930951989 · Plan #001
- Total assets
- $703M
- Net assets
- $703M
- Active participants
- 6,427
- With balances
- 7,417
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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, Participant loan processing, Direct payment from the plan | $474,858 |
| Rv Kuhns & Associates, Inc. | Investment management, Other fees | $0 |
| Kbf Cpas Audit, Llp | Accounting, Other fees | $0 |