Employee Retirement Savings Plan Premier Health Partners
Sponsored by Premier Health Partners · EIN 311446699 · Plan #002
- Total assets
- $571M
- Net assets
- $571M
- Active participants
- 13,042
- With balances
- 13,756
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $615,929 |
| Mercer Investments, Llc | Investment advisory (plan), Investment management fees (direct) | $38,477 |
| Clark Schaefer Hackett & Co | Accounting, Direct payment from the plan | $15,500 |