Baptist Health Thrift Plan
Sponsored by Baptist Healthcare System, Inc. · EIN 610444707 · Plan #003
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2
- With balances
- 3,802
Plan year beginning 01/01/2024 · Default investment account (QDIA), Automatic enrollment, Participant-directed brokerage accounts
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $577,281 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $334,474 |
| Captrust Financial Advisors | Consulting (general) | $79,479 |
| Deloitte & Touche Llp | Consulting (general) | $25,463 |