AUMdb

Doylestown Hospital 403(b) Retirement Savings Plan

Sponsored by Doylestown Hospital · EIN 231352174 · Plan #075

Total assets
$281M
Net assets
$281M
Active participants
2,692
With balances
3,702

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator, Securities brokerage commissions $425,911
Capfinancial Partners Llc Investment advisory (plan) $124,000