Monument Health, Inc. 403(b) Plan
Sponsored by Monument Health, Inc. · EIN 201487506 · Plan #002
- Total assets
- $365M
- Net assets
- $365M
- Active participants
- 5,494
- With balances
- 8,393
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)
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 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $120,964 |
| Meketa Investment Group | Investment advisory (plan) | $81,250 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$4,272 |