AUMdb

Lawrence Memorial Hospital 403 B Plan

Sponsored by Lawrence Memorial Hospital Foundation Inc. · EIN 731547175 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
270
With balances
237

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Prime Capital Investment Advisors, Llc CRD 288712 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Prime Capital Invmt Adv Investment advisory (participants), Investment advisory (plan), Investment management $8,229
American United Life Insurance Co Recordkeeping, Direct payment from the plan, Recordkeeping fees $360