Jennie Stuart Medical Center 403(b) Plan
Sponsored by Jennie Stuart Medical Center · EIN 610482973 · Plan #003
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 1,141
- With balances
- 896
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $85,690 |
| Procourse Fiduciary Advisors | Investment advisory (plan), Other investment fees and expenses | $34,000 |
| Newport Trust Company | Claims processing, Custodial (securities), Account maintenance fees | $10,778 |