Greater Lafayette Health Services, Inc. Pension Security Plan
Sponsored by Franciscan Alliance, Inc. · EIN 352056396 · Plan #001
- Total assets
- $30.7M
- Net assets
- $30.7M
- Active participants
- 294
- 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 |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Actuarial, Consulting (pension) | $156,676 |
| Nisa Investment Advisors, Llc | Investment management, Investment management fees (direct) | $33,679 |
| Mercer Investments Llc | Investment advisory (plan) | $17,000 |
| Principal Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $11,427 |