Joint Comm On Acred Of Healthcare Org Accnt Based Retir Pln
Sponsored by Joint Commission On Accreditation Of Healthcare Organizations · EIN 362229255 · Plan #001
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 77
- 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 |
|---|---|---|
| Security Capital Research & Management Incorporated CRD 106201 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Consulting (general), Investment management | $530,214 |
| Legal And General Investment | Custodial (securities), Investment management, Direct payment from the plan | $58,079 |
| Wellington Trust Company, Na | Custodial (securities), Investment management, Direct payment from the plan | $41,865 |
| The Bank Of New York Mellon | Custodial (securities), Direct payment from the plan | $30,291 |
| Security Capital Research & Managem | Custodial (securities), Investment management, Direct payment from the plan | $20,151 |
| Mercer Inc | Investment advisory (plan), Direct payment from the plan | $12,542 |