Iowa Health System Tax Deferred Section 403(b) Plan
Sponsored by Iowa Health System · EIN 421435199 · Plan #002
- Total assets
- $65.2M
- Net assets
- $65.2M
- Active participants
- 781
- With balances
- 900
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Participant-directed brokerage accounts
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,526 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$41,839 |