Nicklaus Children's Health System Retirement Plan
Sponsored by Nicklaus Childrens Health System · EIN 453481327 · Plan #001
- Total assets
- $597M
- Net assets
- $597M
- Active participants
- 4,720
- With balances
- 6,235
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $655,214 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $201,043 |
| Rsm Us Llp | Accounting | $32,302 |
| Miami Children's Health | Other fees | $1,500 |