Commonwealth Health Corporation Restated Retirement Plan
Sponsored by Commonwealth Health Corporation · EIN 311118087 · Plan #001
- Total assets
- $180M
- Net assets
- $180M
- Active participants
- 723
- 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 |
|---|---|---|
| Schroder Investment Management North America Inc CRD 105820 | fuzzy_auto · 96% | 2024 |
| Bai Capital Management Limited CRD 312869 | fuzzy_auto · 96% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | fuzzy_auto · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America | Trustee (institutional), Direct payment from the plan | $478,962 |
| Schroder Investment Management | Investment management, Direct payment from the plan | $8,494 |
| Principal Financial Group | Contract administrator, Direct payment from the plan | $8,251 |
| Allspring Funds | Investment management, Direct payment from the plan | $8,215 |
| Columbia Threadneedle Investments | Investment management, Direct payment from the plan | $6,630 |
| Tcw Lcg | Investment management, Direct payment from the plan | $6,624 |
| Mfs Invetment Management | Investment management, Direct payment from the plan | $6,617 |
| Loomis, Sayles & Company L.P. | Investment management, Direct payment from the plan | $6,599 |
| Baird Capital | Investment management, Direct payment from the plan | $4,230 |