Firelands Regional Health System 401(k) Plan
Sponsored by Firelands Regional Health System · EIN 341401659 · Plan #002
- Total assets
- $74.9M
- Net assets
- $74.9M
- Active participants
- 1,789
- With balances
- 2,021
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Santori & Peters, Inc. CRD 105978 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $268,568 |
| Santori & Peters, Inc. | Investment advisory (plan), Consulting fees | $62,183 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |