AUMdb

Children's Hospital And Health System Shared Retirement Savings Plan

Sponsored by Childrens Hospital And Health System, Inc. · EIN 391500074 · Plan #003

Total assets
$1.0B
Net assets
$1.0B
Active participants
8,645
With balances
8,698

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Contract administrator, Recordkeeping, Direct payment from the plan $563,766
Marquette Associates, Inc. Consulting (general), Insurance services, Insurance brokerage commissions $80,966
Wipfli Llp Accounting, Direct payment from the plan $18,850