AUMdb

Pomerene Hospital 403(b) Match Plan

Sponsored by Pomerene Hospital · EIN 311518658 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
389
With balances
524

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $103,506
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Other fees $0
Onedigital Investment Advisors Investment advisory (plan), Other fees $0