AUMdb

Saint Francis Health System, Inc. 403(b) Savings P

Sponsored by Saint Francis Health System Inc · EIN 731501972 · Plan #003 · Tulsa, OK

Total assets
$366M
Net assets
$366M
Active participants
810
With balances
975

Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Default investment account (QDIA)

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
Fidelity Investments Inst. Ops. Co. Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $95,238
Andco Consulting L.L.C. Investment advisory (plan) $23,097
Eide Bailly Llp Accounting $19,825