Catholic Medical Center 403(b) Tax Sheltered Annuity Retirement Plan
Sponsored by Catholic Medical Center · EIN 020315693 · Plan #003
- Total assets
- $291M
- Net assets
- $291M
- Active participants
- 2,540
- With balances
- 3,640
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $67,447 |
| Fiducient Advisors | Investment advisory (plan) | $56,925 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,895 |
| Baker Newman Noyes | Accounting | $15,500 |