Valley Health System Merged Defined Benefit Plan
Sponsored by Valley Health System · EIN 521357729 · Plan #003
- Total assets
- $318M
- Net assets
- $318M
- Active participants
- 1,176
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Bank | Investment management, Direct payment from the plan | $390,154 |
| Jpmorgan Chase & Co | Investment management, Direct payment from the plan | $83,320 |
| Principal Trust Company | Recordkeeping, Securities brokerage, Sub-transfer agency fees | $44,819 |