Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan
Sponsored by Deaconess Health System, Inc. · EIN 351532889 · Plan #004
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 526
- With balances
- 631
Plan year beginning 01/01/2024
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 Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $13,353 |
| Strategic Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $2,688 |