Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan
Sponsored by Southern Medical Health Systems, Inc. · EIN 630885975 · Plan #001
- Total assets
- $72.1M
- Net assets
- $72.1M
- Active participants
- 1,360
- With balances
- 1,526
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $106,475 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $66,856 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |