AUMdb

Ssm Health 401(k) Plan

Sponsored by Ssm Health Care Corp. · EIN 466029223 · Plan #005

Total assets
$1.4B
Net assets
$1.4B
Active participants
3,849
With balances
6,244

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $79,694
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $53,301
Sageview Advisory Group, Llc Investment advisory (plan) $33,591
Willis Towers Watson Us Llc Consulting (general) $23,064
Ub Greensfelder Llc Legal $7,444