Southwest Health System Inc. Employee Retirement Plan
Sponsored by Southwest Health System Inc. · EIN 841337350 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 463
- With balances
- 307
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rt Jones Capital Equities Mgmt Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $21,057 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $3,279 |