403(b) Retirement Savings Plan For Integris Health, Inc.
Sponsored by Integris Health, Inc. · EIN 731192764 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 12,869
- With balances
- 16,978
Plan year beginning 01/01/2024 · Default investment account (QDIA), Automatic enrollment
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 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $691,109 |
| Capfinancial Partners Llc | Investment advisory (plan) | $59,833 |
| Kpmg Llp | Accounting | $37,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$390,347 |