Saint Luke's Retirement Balance And Matching Plan
Sponsored by Saint Luke's Health System · EIN 431747502 · Plan #003
- Total assets
- $492M
- Net assets
- $492M
- Active participants
- 13,255
- With balances
- 14,224
Plan year beginning 01/01/2024 · 401(k)
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 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $126,179 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $54,542 |
| Captrust | Investment advisory (plan) | $26,703 |