Southeast Iowa Regional Medical Center 403(b)
Sponsored by Great River Medical Center · EIN 420680407 · Plan #001
- Total assets
- $85.7M
- Net assets
- $85.7M
- Active participants
- 221
- With balances
- 578
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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 |
|---|---|---|
| Mercer Investments Llc | Consulting (general) | $98,962 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $63,397 |
| Cliftonlarsonallen | Accounting | $9,450 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,868 |