Shore Medical Center 403(b) Plan
Sponsored by Shore Memorial Hospital Dba Shore Medical Center · EIN 210660835 · Plan #003
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 252
- With balances
- 385
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | 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 | Recordkeeping, Participant loan processing, Direct payment from the plan | $74,784 |
| Janney Montgomery Scott Llc | Investment advisory (plan) | $48,463 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $1,620 |