AUMdb

St. John's Riverside Hospital 403(b) Retirement Plan

Sponsored by St. John's Riverside Hospital · EIN 131740126 · Plan #002

Total assets
$218M
Net assets
$218M
Active participants
2,455
With balances
1,851

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $216,201
Capfinancial Partners Llc Investment advisory (plan) $85,000
Pkf O'connor Davies Llp Accounting $33,965
Bond Schoeneck & King Pllc Legal $2,041