Spooner Health System 403(b) Plan
Sponsored by Spooner Health System · EIN 390892183 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 145
- With balances
- 192
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Participant loan processing, Recordkeeping fees | $38,151 |
| Global Retirement Partners Llc | Investment advisory (plan) | $31,236 |