Methodist Hospital Of Southern California Retirement Savings Plan
Sponsored by Methodist Hospital Of Southern Ca · EIN 951643336 · Plan #004
- Total assets
- $202M
- Net assets
- $202M
- Active participants
- 182
- With balances
- 1,582
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $132,769 |
| Proaccount | Investment advisory (participants) | $124,658 |
| Wells Fargo Advisors Fin Net | Investment management, Shareholder servicing fees | $119,662 |
| Leafhouse Financial Advisors Llc | Investment management, Shareholder servicing fees | $80,081 |
| Erisa Smart | Investment management, Shareholder servicing fees | $40,036 |
| Nationwide | Investment management, Shareholder servicing fees | $5,447 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $225 |