AUMdb

Noland Health Services Retirement Income Plan

Sponsored by Noland Health Services, Inc. · EIN 630308739 · Plan #001

Total assets
$39.3M
Net assets
$39.3M
Active participants
148
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Mercer Investment management $172,891
Highland Associates Consulting (general) $28,624
Trumbull Property Investment management $18,598
Jennison Global Opp Fund Investment management $13,679
Ann L Lewis Other fees $12,000
Wtc Ctf Dih Investment management $8,117