Inova Health System 403(b) Plan
Sponsored by Inova Health System Foundation · EIN 541071867 · Plan #003
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 401
- With balances
- 441
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $53,194 |
| Fid Inv Inst Ops Co | Recordkeeping fees, Account maintenance fees, Participant loan processing | $0 |