Community Memorial Hospital Retirement Plan
Sponsored by Froedtert Thedacare Health, Inc. · EIN 392014409 · Plan #013
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 286
- 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 |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W. Baird & Co., Incorporated | Investment management | $63,605 |
| Mercer | Actuarial | $54,233 |
| Dghm | Investment management fees (direct) | $36,751 |
| Cliftonallenlarsen | Accounting, Direct payment from the plan | $18,900 |
| Lincoln Financial Group | $18,214 | |
| Bmo Financial Group | Trustee (institutional) | $11,958 |
| Principal Financial Group | Plan administrator | $7,426 |