AUMdb

Main Line Health, Inc. Retirement Income Plan

Sponsored by Main Line Health, Inc. · EIN 232331531 · Plan #001

Total assets
$1.6B
Net assets
$1.5B
Active participants
10,364
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
Cambridge Associates, Llc CRD 104942 deterministic · 100% 2024
Trident Capital, Inc. CRD 160095 fuzzy_auto · 94% 2024
Kps Capital Partners, Lp CRD 157678 deterministic · 100% 2024
Pacific Investment Management Company Llc CRD 104559 fuzzy_auto · 97% 2024
Silchester International Investors Llp CRD 110987 deterministic · 100% 2024
Advent International, L.P. CRD 105673 fuzzy_auto · 97% 2024
Parametric Portfolio Associates Llc CRD 114310 deterministic · 100% 2024
Acadian Asset Management (Singapore) Pte Ltd CRD 323400 deterministic · 100% 2024
Hs Management Partners, Llc CRD 145480 deterministic · 100% 2024
Bas Capital Management Llc CRD 315253 fuzzy_auto · 98% 2024
Blackstone Real Estate Advisors L.P. CRD 142979 fuzzy_auto · 93% 2024
Vitruvian Partners Llp CRD 162759 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cambridge Associates, Llc Investment advisory (participants), Investment management fees (direct) $2,180,346
Willis Towers Watson Us Llc Actuarial, Consulting (general), Direct payment from the plan $1,730,472
Encap Energy Capital Fund X Investment management, Investment management fees (indirect) $1,304,224
Legal & General Investment Mgmt Ame Investment management, Investment management fees (direct) $948,997
Trident Capital Vi, L.P. Investment management, Investment management fees (direct), Investment management fees (indirect) $545,795
Kps Capital Partners, Lp Investment management, Investment management fees (direct), Investment management fees (indirect) $509,324
Pacific Investment Management Compa Investment management, Investment management fees (direct), Investment management fees (indirect) $366,115
Silchester International Investors Investment management, Investment management fees (direct), Investment management fees (indirect) $303,427
Fortress Lending Advisors Ii Llc Investment management, Investment management fees (direct), Investment management fees (indirect) $222,104
Atalaya Capital Management, Lp Investment management, Investment management fees (direct) $218,135
Thoma Bravo Advisers, L.P. Investment management, Investment management fees (direct) $209,631
Maryann Storey Employee (plan), Direct payment from the plan $159,808
Advent International Corporation Investment management, Investment management fees (direct), Investment management fees (indirect) $132,551
Parametric Portfolio Associates Llc Investment management, Investment management fees (direct) $127,252
Acadian Asset Management Llc Investment management, Other services, Investment management fees (direct) $99,757
Hs Management Partners Llc Investment management, Investment management fees (direct), Investment management fees (indirect) $75,478
Citrin Cooperman & Company. Llp Accounting, Direct payment from the plan $67,521
Primary Wave Investment management, Investment management fees (indirect) $63,243
Silver Lake Technology Associates V Investment management, Investment management fees (direct), Investment management fees (indirect) $59,093
Principal Bank Dba Principal Cus. S Trustee (institutional), Direct payment from the plan $39,364
Bares Capital Management Inc Investment management, Investment management fees (direct), Investment management fees (indirect) $31,682
Blackstone Real Estate Assoc Viii Investment management, Investment management fees (direct), Investment management fees (indirect) $27,667
Vitruvian Partners Llp Investment management, Investment management fees (indirect) $25,396
Arbour Lane Investment management, Investment management fees (indirect) $20,899