AUMdb

Marion General Hospital Employees' Retirement Plan

Sponsored by Marion General Hospital, Inc. · EIN 350868130 · Plan #001

Total assets
$56.3M
Net assets
$55.6M
Active participants
140
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

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

Firm Match Plan year
Schauer Investment Management, Inc. CRD 283119 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Schroder Investment Management Investment management, Investment management fees (direct) $135,074
Jp Morgan (Bank One) Trustee (institutional), Direct payment from the plan $66,000
October Three Actuarial, Direct payment from the plan $56,700
Oxford Investment management, Investment management fees (direct) $28,127
Mccready & Keene Actuarial, Direct payment from the plan $13,433