AUMdb

Touro Infirmary Retirement Plan

Sponsored by Touro Infirmary · EIN 720423659 · Plan #001

Total assets
$22.0M
Net assets
$22.0M
Active participants
518
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
Mercer Investment Solutions Llc CRD 155919 fuzzy_auto · 94% 2024
Western Asset Management Company, Llc CRD 110441 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Bank Trustee (institutional) $30,873
Mercer Investment Consulting, Inc. Investment advisory (plan) $30,000
Pbi Pension Benefit Information Llc Participant communication $12,547
Western Asset Management Co. Investment management $9,837