AUMdb

Deaconess Health System, Inc. 401(k) Plan

Sponsored by Deaconess Health System, Inc. · EIN 351532889 · Plan #010

Total assets
$855M
Net assets
$855M
Active participants
12,133
With balances
12,818

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $211,640
Strategic Advisors, Inc. Investment advisory (plan), Direct payment from the plan $138,137