AUMdb

Shannon Medical Center 401(k) Savings And Retirement Plan

Sponsored by Shannon Medical Center · EIN 752559845 · Plan #001

Total assets
$461M
Net assets
$461M
Active participants
4,417
With balances
5,503

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $481,269
Cook Street Consulting Investment management, Investment management fees (direct) $63,750
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $57,894
Forvis Llp Accounting, Direct payment from the plan $13,650
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0