St. Luke's Health System Performance Incentive And 401(a) Matching Plan
Sponsored by St. Luke's Health System, Ltd. · EIN 562570681 · Plan #004
- Total assets
- $770M
- Net assets
- $770M
- Active participants
- 18,672
- With balances
- 23,488
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, 401(m) arrangement
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 Invest Institutional Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $607,493 |
| Strategic Advisors, Inc | Investment advisory (plan) | $300,567 |
| Rvk Inc | Investment advisory (plan) | $21,173 |
| Eide Bailly | Accounting | $16,760 |