AUMdb

Joint Township District Memorial Hospital Deferred Annuity Plan

Sponsored by Joint Township District Memorial Hospital · EIN 341623770 · Plan #002

Total assets
$34.1M
Net assets
$34.1M
Active participants
0
With balances
0

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

Linked investment advisers

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

Firm Match Plan year
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usi Advisors Inc Investment advisory (plan) $20,325
Empower Annuity Insurance Company O Recordkeeping fees $4,800
Empower Advisory Group, Llc Investment management $299
Capital City Ins Group Llc Other commissions $0