Community Hospital Of The Monterey Peninsula Retirement Plan
Sponsored by Community Hospital Of The Monterey Peninsula · EIN 940760193 · Plan #001
- Total assets
- $764M
- Net assets
- $553M
- Active participants
- 780
- 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 |
|---|---|---|
| Pantheon Ventures Inc. CRD 110091 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Bank | Investment management, Direct payment from the plan, Investment management fees (indirect) | $1,385,325 |
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Direct payment from the plan | $277,231 |
| Principal Trust Company | Trustee (institutional), Trustee (directed), Investment management | $240,104 |
| Wells Fargo | Other services, Direct payment from the plan | $21,640 |
| Pantheon Usa | Investment management, Investment management fees (direct) | $14,278 |