Good Shepherd Retirement Plan
Sponsored by Good Shepherd Rehabilitation Network · EIN 231371947 · Plan #002
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 2,152
- With balances
- 3,323
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $412,080 |
| Good Shepherd Rehabilitation Networ | Other services, Other fees | $0 |
| Baker Tilly Us, Llp | Other services, Other fees | $0 |
| Cornerstone Advisors Asset Mgmt | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |