St. Francis Health Services Of Morris Employees Retirement Plan
Sponsored by St Francis Health Services Of Morris Inc. · EIN 411484416 · Plan #003
- Total assets
- $38.7M
- Net assets
- $38.7M
- Active participants
- 1,416
- With balances
- 1,706
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $47,115 |
| Francis Llc | Investment management, Investment management fees (indirect) | $0 |