AUMdb

Spectrum Health System 403(b) Plan

Sponsored by Corewell Health · EIN 383382353 · Plan #002

Total assets
$3.2B
Net assets
$3.2B
Active participants
34,243
With balances
37,684

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Recordkeeping, Participant loan processing $940,594
Stifel Nicolaus & Co. Inc. Investment advisory (plan), Direct payment from the plan $404,455
Willis Towers Watson Us Llc Consulting (general), Direct payment from the plan $32,000
Miller Johnson Snell Cummiskey Legal, Direct payment from the plan $25,026
George Johnson & Company Accounting, Direct payment from the plan $24,500
Plante & Moran, Pllc Accounting, Direct payment from the plan $7,550
Empower Financial Services,Inc Securities brokerage, Direct payment from the plan, Shareholder servicing fees $2,500