Methodist Health System 401(k) Plan
Sponsored by Nebraska Methodist Health System, Inc. · EIN 470639839 · Plan #004
- Total assets
- $706M
- Net assets
- $706M
- Active participants
- 8,758
- With balances
- 9,382
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
| 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 | Recordkeeping fees, Account maintenance fees | $319,082 |
| Lutz & Company, Pc | Accounting | $30,500 |
| Willis Towers Watson Us Llc | Consulting (general) | $17,250 |
| Marquette Associates | Investment advisory (plan) | $17,050 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,003 |