Rush Retirement Plan
Sponsored by Rush University Medical Center · EIN 362174823 · Plan #006
- Total assets
- $879M
- Net assets
- $879M
- Active participants
- 7,549
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| G Legion, Llc CRD 286297 | deterministic · 100% | 2024 |
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment management, Investment management fees (direct) | $2,088,240 |
| Vedder Price | Legal, Direct payment from the plan | $1,866,951 |
| The Northern Trust Co | Recordkeeping, Custodial (securities), Trustee (institutional) | $386,526 |
| Gardner Russo | Investment management, Investment management fees (direct) | $299,375 |
| Nepc Consultants | Consulting (general), Consulting (pension), Direct payment from the plan | $192,498 |
| Keeley Teton Advisors | Investment management, Investment management fees (direct) | $128,503 |
| William Blair | Investment management, Investment management fees (direct) | $100,747 |
| Factset Research Systems, Inc. | Recordkeeping, Direct payment from the plan | $87,711 |
| Silchester International Investors | Investment management, Investment management fees (direct) | $84,658 |
| Bloomberg | Other investment fees and expenses | $16,177 |
| Ssga Equal Weight | Investment management, Investment management fees (direct) | $15,764 |
| Aberdeen | Investment management, Investment management fees (direct) | $12,688 |
| Polunin | Investment management, Investment management fees (direct) | $8,301 |
| Burgiss | $6,266 |