New Jersey Hospital Association Cash Balance Plan
Sponsored by New Jersey Hospital Association · EIN 210618622 · Plan #013
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 108
- 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 |
|---|---|---|
| Concord Advisory Group Ltd CRD 107291 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buck Global, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $44,861 |
| The Concord Advisory Group | Investment advisory (plan), Direct payment from the plan | $8,186 |
| U.S. Bank National Association | Direct payment from the plan, Investment management fees (direct) | $7,067 |