Cherokee Regional Medical Center Tax Deferred Annuity Plan
Sponsored by Sioux Valley Memorial Hospital Association D/B/A Cherokee Regional Med · EIN 420707096 · Plan #004
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 279
- With balances
- 387
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $32,805 |
| Usi Advisors Inc | Investment advisory (plan) | $20,000 |