Margaret Mary Health Savings Plan
Sponsored by Margaret Mary Community Hospital · EIN 356067049 · Plan #004
- Total assets
- $42.3M
- Net assets
- $42.3M
- Active participants
- 797
- With balances
- 698
Plan year beginning 01/01/2024 · Offset plan, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $40,991 |
| Lji Wealth Management | Investment advisory (plan) | $22,883 |
| American Pension Advisors | Contract administrator | $11,321 |
| Erisa Smart | Other fees | $8,135 |
| Empower Advisory Group, Llc | Investment management | $941 |