Mt. San Rafael Hospital Retirement Plan
Sponsored by Trinidad Area Health Association · EIN 840586742 · Plan #002
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 223
- With balances
- 146
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rt Jones Capital Equities Mgmt Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $10,963 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $2,028 |