Retirement Plan For Employees Of Highland Hospital Of Rochester, Ny
Sponsored by Highland Hospital Of Rochester · EIN 160743037 · Plan #001
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 338
- 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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer (Us) Llc | Actuarial, Consulting (pension), Direct payment from the plan | $261,597 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $232,859 |
| Us Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $31,706 |
| Acadian Asset Management, Llc | Investment management, Investment management fees (direct) | $26,684 |
| Income Research & Management | Investment management, Investment management fees (direct) | $18,532 |
| Mengel Metzger Barr & Co Llp | Accounting, Direct payment from the plan | $15,350 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct) | $11,190 |
| Wellington Trust Company,Na | Investment management, Investment management fees (direct) | $9,289 |