Samaritan Healthcare & Hospice, Inc. 403(b) Plan
Sponsored by Samaritan Healthcare & Hospice, Inc. · EIN 222344036 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 399
- With balances
- 424
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Innovative Investment Fiduciaries, Llc CRD 159814 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovative Investment Fiduciaries | Investment advisory (participants), Investment advisory (plan), Investment management | $51,898 |
| Benefit Plans Administrative Svcs | Contract administrator, Recordkeeping, Custodial (other) | $30,154 |