Retirement Plan For Employees Of The Uniontown Hospital
Sponsored by The Uniontown Hospital · EIN 250965588 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 162
- 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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Custody Solutions | Trustee (institutional), Direct payment from the plan | $114,846 |
| State Street Bank And Trust Company | Investment management, Investment management fees (direct), Investment management fees (indirect) | $53,758 |
| Concurrent Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $41,250 |
| Baker Tilly Us Llp | Accounting, Direct payment from the plan | $17,850 |
| Houston Harbaugh Pc | Accounting, Direct payment from the plan | $4,425 |