Retirement Plan For Employees Of Claxton Hepburn Medical Center
Sponsored by Claxton Hepburn Medical Center · EIN 150559686 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 105
- 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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $175,226 |
| Bpas Actuarial And Pension Services | Actuarial, Consulting (pension), Direct payment from the plan | $66,669 |
| Nottingham Trust | Custodial (securities), Trustee (institutional), Direct payment from the plan | $48,736 |