Retirement Plan For Employees Of Multicare Health System
Sponsored by Multicare Health System · EIN 911352172 · Plan #001
- Total assets
- $557M
- Net assets
- $483M
- Active participants
- 721
- 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 |
|---|---|---|
| Legal & General Investment Management America Inc. CRD 149156 | fuzzy_auto · 94% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legal & General Investment Manageme | Investment management, Investment management fees (direct) | $377,415 |
| Nisa Investment Advisors | Investment management, Direct payment from the plan, Investment management fees (indirect) | $335,321 |
| Milliman, Inc. | Recordkeeping, Consulting (pension) | $303,855 |
| Pimco Investment Management Co | Investment advisory (plan), Investment management, Direct payment from the plan | $268,499 |
| Principal Financial Group Inc | Custodial (other), Trustee (institutional), Other services | $115,205 |