The Ohiohealth Cash Balance Retirement Plan
Sponsored by Ohiohealth Corporation · EIN 314394942 · Plan #333
- Total assets
- $743M
- Net assets
- $743M
- Active participants
- 6,188
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 94% | 2024 |
| Clarion Partners, Llc CRD 108803 | deterministic · 100% | 2024 |
| Silchester International Investors Llp CRD 110987 | fuzzy_auto · 99% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $657,895 |
| Income Research & Mgmt. Inc. | Investment management, Direct payment from the plan | $483,543 |
| Clarion Partners, Llc | Investment management, Direct payment from the plan | $317,512 |
| Silchester International Investor | Investment advisory (plan), Investment management, Direct payment from the plan | $265,219 |
| William Blair Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $223,147 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $175,422 |
| Legal & General Investment | Investment management, Direct payment from the plan | $155,493 |
| Aon Consulting | Consulting (general), Direct payment from the plan | $84,770 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $15,000 |
| Baker & Hostetler, Llp | Investment management, Direct payment from the plan | $9,890 |