Swedish Health Services 403(b) Retirement Plan
Sponsored by Swedish Health Services · EIN 910433740 · Plan #016
- Total assets
- $293M
- Net assets
- $293M
- Active participants
- 891
- With balances
- 2,147
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
|---|---|---|
| Plan Member Services | Recordkeeping fees | $67,319 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,949 |
| Fidelity | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,233 |
| Milliman | Consulting (general) | $7,219 |
| Seven Simple Machine | Consulting (general) | $6,730 |