Inova Health System Retirement Savings Plan
Sponsored by Inova Health System Foundation · EIN 541071867 · Plan #002
- Total assets
- $3.5B
- Net assets
- $3.5B
- Active participants
- 22,853
- With balances
- 29,419
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 |
|---|---|---|
| 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, Inc. | Investment advisory (plan), Direct payment from the plan | $1,360,525 |
| Fid Inv Inst Ops Co | Recordkeeping fees, Account maintenance fees, Participant loan processing | $0 |