AUMdb

Magee General Hospital 403(b) Plan

Sponsored by Magee General Hospital · EIN 640324402 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
178
With balances
150

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Element Wealth, Llc CRD 114968 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Element Wealth Llc Investment advisory (participants), Investment advisory (plan), Investment management $14,297
Hub International Gulf South Contract administrator, Direct payment from the plan, Other fees $9,510
American United Life Insurance Co Recordkeeping, Participant communication, Investment management fees (indirect) $2,185