AUMdb

Grand View Hospital Retirement Income Plan

Sponsored by Grand View Hospital · EIN 231352181 · Plan #001

Total assets
$69.9M
Net assets
$69.8M
Active participants
310
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
Western Asset Management Company, Llc CRD 110441 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Milliman, Inc. Actuarial, Direct payment from the plan $739,946
Western Asset Management Company Investment management, Investment management fees (direct) $228,529
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $56,601
First State Trust Company Trustee (institutional), Direct payment from the plan $43,113