Allina 401 K Retirement Savings Plan
Sponsored by Allina Health System · EIN 363261413 · Plan #002
- Total assets
- $3.5B
- Net assets
- $3.5B
- Active participants
- 28,274
- With balances
- 35,256
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 |
|---|---|---|
| Promanage, Llc CRD 133357 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping, Recordkeeping fees, Trustee (institutional) | $1,952,882 |
| Promanage | Investment advisory (participants) | $720,006 |
| Fagre Drinker Biddle & Reath Llp | Legal | $21,878 |
| Mercer Investments Llc | Investment advisory (plan) | $20,757 |