Holzer Health System 403 B Plan
Sponsored by Holzer Health System · EIN 311156690 · Plan #002
- Total assets
- $88.7M
- Net assets
- $88.7M
- Active participants
- 2,800
- With balances
- 1,450
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Participant loan processing, Direct payment from the plan | $90,308 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $14,000 |