St. Lukes Health System Matched 403 B Plan
Sponsored by St. Luke's Health System, Ltd. · EIN 562570681 · Plan #003
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 18,671
- With balances
- 17,560
Plan year beginning 01/01/2024 · 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 |
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $470,583 |
| Fidelity Invest Ops Co, Inc. | Participant loan processing | $353,464 |
| Eide Bailly | Accounting | $15,460 |
| Variable Annuity Life Insurance Co | Investment advisory (participants), Participant loan processing, Investment management fees (indirect) | $14,325 |
| Rvk | Investment advisory (plan) | $8,796 |
| Littler Mendelson Pc | Legal, Direct payment from the plan | $6,683 |