Methodist Health System 403(b) Plan
Sponsored by Methodist Hospitals Of Dallas · EIN 750800661 · Plan #002
- Total assets
- $759M
- Net assets
- $759M
- Active participants
- 11,274
- With balances
- 13,428
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
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 Inc | Investment advisory (plan), Direct payment from the plan | $182,196 |
| Creative Planning Holdco Llc | Consulting (general), Direct payment from the plan | $56,550 |
| Whitley Penn Llp | Accounting, Direct payment from the plan | $54,100 |
| Fidelity Inv Inst Operations Co Llc | Recordkeeping, Trustee (institutional), Participant loan processing | $0 |