AUMdb

Memorialcare Retirement Plan

Sponsored by Memorial Health Services · EIN 951643381 · Plan #001

Total assets
$1.4B
Net assets
$1.4B
Active participants
4,174
With balances
6,499

Plan year beginning 01/01/2024 · Profit-sharing, 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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $772,256
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Investment management fees (indirect) $362,440