AUMdb

Visiting Nurse Association In Middlesex County Pension Plan

Sponsored by Visiting Nurse Association Health Group, Inc. · EIN 222500029 · Plan #100

Total assets
$18.2M
Net assets
$18.2M
Active participants
17
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
Simon Quick Advisors, Llc CRD 132330 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Simon Quick Advisors Investment advisory (plan) $63,099
Penchecks Trust Other services, Direct payment from the plan $7,404