AUMdb

Firelands Regional Medical Center 403(b) Plan

Sponsored by Firelands Regional Medical Center · EIN 344428218 · Plan #003

Total assets
$54.8M
Net assets
$54.8M
Active participants
1,076
With balances
1,074

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).

Firm Match Plan year
Santori & Peters, Inc. CRD 105978 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $158,019
Santori & Peters, Inc. Investment advisory (plan), Consulting fees $53,895
Charles Schwab Trust Bank Custodial (securities), Shareholder servicing fees $0