Retirement Plus Of Memorial Health System Hospitals
Sponsored by Marietta Memorial Hospital · EIN 314379509 · Plan #006
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 3,386
- With balances
- 2,403
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Latitude Service Company, Inc | Other services, Direct payment from the plan, Other fees | $132,491 |
| Nationwide | Recordkeeping, Securities brokerage, Participant loan processing | $126,270 |
| Raymond James & Associates Inc | Insurance agents and brokers, Investment advisory (participants), Direct payment from the plan | $83,179 |
| Fiduciary Wise, Llc | Plan administrator, Direct payment from the plan | $34,384 |
| Proaccount | Investment advisory (participants), Direct payment from the plan | $30,519 |
| Trustmont Financial Group, Inc. | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $0 |