Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan And Trust
Sponsored by Toledo Clinic, Inc. · EIN 340936207 · Plan #002
- Total assets
- $261M
- Net assets
- $261M
- Active participants
- 1,520
- With balances
- 1,674
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Bollin Wealth Management, Llc CRD 150396 | deterministic · 100% | 2024 |
| Wealth Advisors Group, Llc CRD 291648 | deterministic · 100% | 2024 |
| Olive Tree Asset Management, Llc CRD 311825 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $141,371 |
| Kovitz Investment Group Partners | Investment management, Direct payment from the plan | $63,892 |
| Premier Bank | Investment advisory (participants), Direct payment from the plan | $51,443 |
| Raymond James | Investment advisory (participants), Direct payment from the plan | $35,044 |
| Tdc Investmenet Advisory Services | Investment advisory (participants), Direct payment from the plan | $28,125 |
| Oneamerica Inv Advisory Services Ll | Investment management, Direct payment from the plan | $25,000 |
| Lpl Financial | Investment advisory (participants), Direct payment from the plan | $22,336 |
| Bollin Wealth Management | Investment advisory (participants), Direct payment from the plan | $13,992 |
| Wealth Advisors Group | Investment advisory (participants), Direct payment from the plan | $7,775 |
| Olive Tree Asset Management | Investment advisory (participants), Direct payment from the plan | $6,440 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |