Oswego Health 403(b) Retirement Plan
Sponsored by Oswego Health · EIN 150532220 · Plan #002
- Total assets
- $75.2M
- Net assets
- $75.2M
- Active participants
- 1,491
- With balances
- 1,535
Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $137,721 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $131,205 |