Saint Francis Healthcare System Tax Deferred Annuity Plan
Sponsored by Saint Francis Healthcare System · EIN 430662499 · Plan #001
- Total assets
- $246M
- Net assets
- $246M
- Active participants
- 3,483
- With balances
- 3,955
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $342,015 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $19,459 |
| Voya Retirement Insurance And Annui | Other services, Recordkeeping fees | $18,552 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $0 |