AUMdb

Valley View Hospital 403(b) Plan

Sponsored by Valley View Hospital · EIN 840446259 · Plan #003

Total assets
$74.7M
Net assets
$74.7M
Active participants
1,529
With balances
980

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $32,718
Strategic Advisors, Inc Investment advisory (plan) $19,268
Fid Inv Inst Ops Participant loan processing, Recordkeeping fees, Account maintenance fees $8,728