Ashtabula County Medical Center Retirement Plan
Sponsored by Ashtabula County Medical Center · EIN 340726081 · Plan #001
- Total assets
- $32.4M
- Net assets
- $30.8M
- Active participants
- 168
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $145,926 |
| Usi Consulting Group | Actuarial, Consulting (pension) | $88,302 |
| First State Trust | Trustee (institutional), Direct payment from the plan | $11,066 |