AUMdb

Shore Medical Center Pension Plan

Sponsored by Shore Medical Center · EIN 210660835 · Plan #001

Total assets
$168M
Net assets
$168M
Active participants
233
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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cbiz Actuarial, Recordkeeping, Consulting (pension) $199,139
Pnc Investment management, Direct payment from the plan, Investment management fees (direct) $157,955
Prudential Insurance Company Investment management, Direct payment from the plan, Investment management fees (direct) $23,448
Captrust Investment management, Direct payment from the plan, Investment management fees (direct) $12,500