AUMdb

Legacy Health Employees Retirement Plan

Sponsored by Legacy Health · EIN 237426300 · Plan #001

Total assets
$810M
Net assets
$753M
Active participants
4,249
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Cape Ann Global Developing Markets Investment management $218,407
Trumbull Property Fund Lp Investment management $93,669
Northgate Iv Lp Investment management $20,900