St. Jude Heritage Medical Group 401(k) Profit Sharing Plan
Sponsored by St. Jude Heritage Medical Group, A Medical Corporation · EIN 330562468 · Plan #002
- Total assets
- $333M
- Net assets
- $333M
- Active participants
- 376
- With balances
- 410
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Investment advisory (plan) | $204,896 |
| Sageview Advisory Group. Llc | Investment advisory (plan) | $18,268 |
| Kravitz, Llc | Consulting (pension) | $14,391 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $7,475 |