Penn State Health 401(k) Savings Plan
Sponsored by Penn State Health · EIN 473769205 · Plan #001
- Total assets
- $2.9B
- Net assets
- $2.9B
- Active participants
- 15,720
- With balances
- 21,753
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $334,577 |
| Empower Annuity Investment Company | Recordkeeping fees | $310,318 |
| Forvis, Llp | Accounting | $30,818 |
| Onedigital Investment Advisors, Llc | Investment advisory (plan) | $25,000 |
| Tiaa Cref | Recordkeeping fees | $12,997 |
| Fort Pitt Capital Group Llc | Other fees | $7,818 |
| Larson Financial Group Llc | Other fees | $6,378 |
| Fisher Investments | Other fees | $6,355 |
| Signature Estate & Investment | Other fees | $4,658 |
| Charles Schwab & Co., Inc. | Investment advisory (participants) | $3,836 |
| Apollon Wealth Management Llc | Other fees | $3,417 |
| River Wealth Advisors Llc | Other fees | $1,538 |
| Flexible Plan Investments Ltd | Other fees | $1,523 |
| Kovitz Investment Group Partne | Other fees | $786 |
| Macro Advisors Inc | Other fees | $593 |
| Mcadam Llc | Other fees | $303 |
| Cambridge Investment Research | Other fees | $102 |
| Vestia Advisors Llc | Other fees | $61 |
| Chacon Diaz & Di Virgilio Wealth | Other fees | $6 |
| Virtu Americas Llc | Other fees | $6 |
| Mischler Financial Group, Inc | Other fees | $5 |
| Hanlon Investment Management Inc. | Other fees | $0 |