Pinnacle Health System 403 B Tax Sheltered Savings Plan
Sponsored by Upmc Pinnacle · EIN 251778658 · Plan #002
- Total assets
- $521M
- Net assets
- $521M
- Active participants
- 7,231
- With balances
- 11,842
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Participant-directed brokerage accounts, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping fees, Recordkeeping | $1,086,304 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $390,418 |
| Resources Investment Advisors Inc | Investment advisory (plan) | $42,228 |
| Mcnees Wallace & Nurick Llc | Other fees | $3,875 |