St. Mary's & Clearwater Valley Hospitals And Clinics 403(b) Plan
Sponsored by St. Marys Hospital And Clinics · EIN 820226453 · Plan #001
- Total assets
- $24.0M
- Net assets
- $23.9M
- Active participants
- 440
- With balances
- 580
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Randall & Hurley | Recordkeeping, Participant loan processing, Recordkeeping fees | $58,829 |
| Rbc Wealth Management | Investment advisory (plan) | $47,738 |
| Charles Schwab Trust Bank | Custodial (securities) | $9,576 |