AUMdb

John Muir Health Retirement Plan

Sponsored by John Muir Health · EIN 941461843 · Plan #001

Total assets
$630M
Net assets
$630M
Active participants
5,166
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
Wcm Investment Management, Llc CRD 104702 deterministic · 100% 2024
Hs Management Partners, Llc CRD 145480 deterministic · 100% 2024
Aristotle Capital Management, Llc CRD 109876 deterministic · 100% 2024
Diamond Hill Capital Management, Llc CRD 110638 deterministic · 100% 2024
Timessquare Capital Management, Llc CRD 132694 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The London Company Investment advisory (plan), Investment management fees (direct) $232,196
Northern Trust Company Recordkeeping, Trustee (institutional), Direct payment from the plan $195,076
Wcm Investment Management Llc Investment management, Investment management fees (direct) $122,552
Hs Management Partners, Llc Investment management, Investment management fees (direct) $121,472
Elliott International Ltd Investment management, Investment management fees (direct) $99,758
Aristotle Capital Management Investment management, Investment management fees (direct) $65,533
Diamond Hill Capital Management Inc Investment management, Investment management fees (direct) $64,303
Timessquare Capital Mgmt Investment management, Investment management fees (direct) $38,434
Brandywine Trustee (institutional), Direct payment from the plan $38,114