AUMdb

Logan Health Retirement Savings Plan

Sponsored by Logan Health · EIN 810406485 · Plan #001

Total assets
$500M
Net assets
$500M
Active participants
4,345
With balances
5,659

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $337,225
Vanguard Advisers Inc. Investment advisory (participants) $206,641
Parallel Advisors Llc Investment management fees (direct) $140,172