AUMdb

John Muir Health 403 B Plan

Sponsored by John Muir Health · EIN 941461843 · Plan #002

Total assets
$1.4B
Net assets
$1.4B
Active participants
5,052
With balances
7,350

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
Lincoln National Corporation Contract administrator, Investment management fees (indirect) $458,616
Fidelity Investments Inst Ops Recordkeeping fees, Account maintenance fees, Securities brokerage commissions $344,984
Willis Towers Watson Us Llc Consulting (general), Investment management fees (indirect) $160,485