AUMdb

Memorial Health System Defined Contribution Retirement Savings Plan

Sponsored by Memorial Health System · EIN 371110690 · Plan #002

Total assets
$719M
Net assets
$719M
Active participants
7,980
With balances
10,906

Plan year beginning 01/01/2024 · 401(k)

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $451,107