Baptist Health System, Inc. Matched Savings Plan
Sponsored by Baptist Health System, Inc. · EIN 592487136 · Plan #003
- Total assets
- $783M
- Net assets
- $783M
- Active participants
- 12,975
- With balances
- 17,766
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 |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $814,963 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,139 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,270 |