AUMdb

Avera Heart Hospital Of South Dakota 401(k) Plan

Sponsored by Heart Hospital Of South Dakota, Llc Avera Heart Hospital South Dakota · EIN 562143771 · Plan #001

Total assets
$51.5M
Net assets
$51.5M
Active participants
677
With balances
704

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

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $19,415
Strategic Advisors, Inc. Investment advisory (plan) $5,700