Trinity Health 401(k) Retirement Savings Plan
Sponsored by Trinity Health Corporation · EIN 351443425 · Plan #012
- Total assets
- $779M
- Net assets
- $779M
- Active participants
- 10,131
- With balances
- 8,807
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 |
|---|---|---|
| Fid Inv Inst Ops Co | Claims processing, Recordkeeping, Investment management | $165,031 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $73,871 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $30,200 |
| Mercer | Consulting (general), Direct payment from the plan | $8,305 |