AUMdb

Solutionhealth & Elliot Health System 403(b) Savings Plan

Sponsored by Elliot Health System · EIN 020509911 · Plan #003

Total assets
$494M
Net assets
$494M
Active participants
5,130
With balances
3,991

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping, Participant loan processing, Direct payment from the plan $826,999
Empower Advisory Group, Llc Investment advisory (participants), Direct payment from the plan $143,406