AUMdb

Western Reserve Hospital, Llc 401(k) Profit Sharing Plan

Sponsored by Western Reserve Hospital, Llc · EIN 263536780 · Plan #001

Total assets
$51.0M
Net assets
$51.0M
Active participants
932
With balances
730

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping $62,247
Onedigital Investment Advisors Investment advisory (participants), Investment advisory (plan) $58,266
Newport Trust Company Trustee (institutional) $14,567