AUMdb

Retirement Plan For Employees Of St. Mary's Medical Center

Sponsored by St. Marys Medical Center · EIN 550357050 · Plan #001

Total assets
$158M
Net assets
$158M
Active participants
728
With balances
0

Plan year beginning 04/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Investment advisory (plan), Custodial (securities), Other investment fees and expenses $459,381
John Hancock Actuarial, Recordkeeping $184,553