AUMdb

Stanford Health Care Retirement Savings Plan

Sponsored by Stanford Health Care · EIN 946174066 · Plan #002

Total assets
$6.9B
Net assets
$6.9B
Active participants
25,626
With balances
38,126

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Participant-directed brokerage accounts, Default investment account (QDIA)

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
Fidelity Institutional Operations C Direct payment from the plan, Account maintenance fees, Participant loan processing $1,710,838
Moss Adams Direct payment from the plan, Accounting $18,300
Tiaa Teachers Insurance And Annui Direct payment from the plan, Recordkeeping fees, Account maintenance fees $6,752
Willis Towers Watson Direct payment from the plan, Consulting (general) $5,407