Coxhealth 401(k) Plan
Sponsored by Lester E. Cox Medical Centers · EIN 440577118 · Plan #006
- Total assets
- $183M
- Net assets
- $183M
- Active participants
- 232
- With balances
- 367
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 |
|---|---|---|
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| City National Rochdale, Llc | Investment advisory (participants) | $250,867 |
| Pension Consultants | Consulting (general), Investment advisory (plan), Investment management | $49,655 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $23,305 |
| Integrated Advisors Network, Llc | Shareholder servicing fees | $16,513 |
| Morningstar Investment Service | Shareholder servicing fees | $7,773 |
| Charles Schwab & Co., Inc. | Actuarial, Custodial (other), Float revenue | $1,563 |
| Exencial Wealth Advisors Llc | Shareholder servicing fees | $46 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | Shareholder servicing fees, Sub-transfer agency fees, Soft dollars commissions | $0 |