Lake Regional Health System Employees' Retirement Plan
Sponsored by Lake Regional Health System · EIN 237339737 · Plan #003
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 1,452
- With balances
- 1,693
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $148,598 |
| Moneta Group Investment | Investment advisory (plan), Direct payment from the plan | $93,678 |