Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan
Sponsored by Tallahassee Memorial Healthcare Inc · EIN 591917016 · Plan #002
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 5,337
- With balances
- 4,455
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $80,900 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $65,047 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,942 |
| Msl, P.A. | Accounting | $6,620 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |