St. Marys Hospital Of St. Marys County Pension Plan And Trust
Sponsored by St. Marys Hospital Of St. Marys County, Inc. · EIN 520619006 · Plan #001
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 206
- 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 |
|---|---|---|
| Morris & Wells Wealth Management CRD 162411 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morris & Wells Wealth Management | Investment management, Investment management fees (direct) | $220,627 |
| Pnc Bank | Trustee (institutional) | $59,948 |
| Willis Towers Watson | Actuarial | $28,757 |