Holston Medical Group Retirement Plan
Sponsored by Holston Medical Group, Inc. · EIN 621388079 · Plan #003
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 1,210
- With balances
- 1,375
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 |
|---|---|---|
| Integrity Capital Management Llc CRD 142693 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrity Capital Management | Investment advisory (participants), Investment advisory (plan) | $299,115 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees | $106,960 |
| Newport Trust Company | Trustee (institutional) | $45,676 |