Tallahassee Memorial Healthcare 403(b) Retirement Savings Plan
Sponsored by Tallahassee Memorial Healthcare, Inc. · EIN 591917016 · Plan #004
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 5,356
- With balances
- 2,505
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $52,735 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $28,458 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,992 |
| Msl, P.A. | Accounting | $6,620 |