AUMdb

Ohiohealth Retirement Savings Plan 401(k)

Sponsored by Ohiohealth · EIN 311119936 · Plan #001

Total assets
$42.7M
Net assets
$42.7M
Active participants
197
With balances
370

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors Investment advisory (plan), Direct payment from the plan $5,270
Baker & Hostetler Llp Legal, Direct payment from the plan $600
Fidelity Inv Instl Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees -$11,263