AUMdb

Osceola Medical Center 403(b) Tax Deferred Annuity Plan

Sponsored by Ladd Memorial Hospital Dba Osceola Medical Center · EIN 390773970 · Plan #002

Total assets
$17.4M
Net assets
$17.4M
Active participants
341
With balances
380

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $53,356
Lincoln National Corporation Contract administrator $250
Raymond James Fin Svcs Advisors Investment advisory (plan), Other fees $0
The Rivergroup Administration Servi Other services, Other fees $0