Shriners Hospitals For Children Employees' Retirement Plan
Sponsored by Shriners Children's · EIN 362193608 · Plan #001
- Total assets
- $675M
- Net assets
- $675M
- Active participants
- 862
- 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 |
|---|---|---|
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
| Balentine Llc CRD 152511 | deterministic · 100% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Investment Mgmt. Co. Llc | Investment management, Investment management fees (direct) | $588,642 |
| Blackrock Institutional Trst Co, Na | Trustee (institutional), Trustee (discretionary), Investment management | $412,953 |
| Transamerica Retirement Solutions | Actuarial, Recordkeeping, Participant communication | $349,963 |
| Balentine, Llc | Investment management, Investment management fees (direct) | $171,580 |
| Northern Trust Company | Trustee (institutional), Investment management, Direct payment from the plan | $163,147 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $140,448 |
| Nepc, Llc | Investment advisory (plan), Investment management fees (direct) | $41,788 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan, Recordkeeping fees | $22,050 |