AUMdb

401(k) Savings Plan

Sponsored by Providence Health & Services · EIN 510216586 · Plan #010

Total assets
$10.1B
Net assets
$10.1B
Active participants
88,899
With balances
108,009

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $4,205,325
Strategic Advisors, Inc. Investment advisory (plan) $1,393,949
7 Sm Consulting (general) $395,715
Milliman Consulting (general) $375,804
Clark Nuber P.S. Accounting $69,000