Montrose Regional Health Retirement Savings Plan
Sponsored by Montrose Memorial Hospital, Inc. · EIN 846002707 · Plan #001
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 810
- With balances
- 660
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation | Investment advisory (plan), Consulting fees | $44,551 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $41,768 |