AUMdb

Fairview Range Regional Health Services 403 B Plan

Sponsored by Fairview Range Regional Health Services · EIN 411293970 · Plan #005

Total assets
$82.9M
Net assets
$82.9M
Active participants
1,084
With balances
1,269

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

Linked investment advisers

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

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $56,408
Strategic Advisors, Inc. Investment advisory (plan) $14,749