The Queen's Health Systems Pension Plan
Sponsored by The Queen's Health Systems · EIN 990238120 · Plan #001
- Total assets
- $468M
- Net assets
- $452M
- Active participants
- 4,844
- 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 |
|---|---|---|
| Tcw Asset Management Company Llc CRD 105742 | deterministic · 100% | 2024 |
| Disciplined Growth Investors Inc CRD 106746 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investment | Investment management, Direct payment from the plan | $885,844 |
| Tcw Asset Management Co | Investment management, Direct payment from the plan, Other investment fees and expenses | $501,920 |
| Arrowstreet Capital | Investment management, Investment management fees (direct), Other investment fees and expenses | $189,062 |
| The Bank Of New York Mellon | Custodial (other), Custodial (securities), Direct payment from the plan | $82,616 |
| Disciplined Growth Investors, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $49,638 |
| Callan Associates | Consulting (general), Legal, Direct payment from the plan | $48,402 |
| Kkdly Llc | Accounting, Direct payment from the plan | $18,848 |
| State Street Bank And Trust | Investment management, Direct payment from the plan, Investment management fees (direct) | $14,114 |
| Carlsmith Ball | Legal, Direct payment from the plan | $7,140 |