Scripps Health 403(b) Plan
Sponsored by Scripps Health · EIN 951684089 · Plan #003
- Total assets
- $729M
- Net assets
- $729M
- Active participants
- 17,402
- With balances
- 9,257
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $159,232 |
| E & Y | Accounting | $35,228 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$8,116 |