Tidalhealth Pension Plan
Sponsored by Tidalhealth, Inc. · EIN 522132761 · Plan #001
- Total assets
- $163M
- Net assets
- $163M
- Active participants
- 4,926
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Wasatch Advisors Lp CRD 106081 | deterministic · 100% | 2024 |
| Hamlin Capital Management, Llc CRD 119278 | deterministic · 100% | 2024 |
| Winslow Capital Management Llc CRD 106940 | deterministic · 100% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 93% | 2024 |
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Atalanta Sosnoff Management, Llc CRD 11085 | deterministic · 100% | 2024 |
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment advisory (plan), Securities brokerage | $297,975 |
| Wasatch Advisors | Investment management, Investment management fees (direct), Investment management fees (indirect) | $101,794 |
| Hamlin Capital Management Llc | Investment management | $58,194 |
| Loomis, Sayles, & Company | Investment management fees (direct) | $39,990 |
| Winslow Capital Management | Investment management, Investment management fees (indirect) | $28,100 |
| Franklin Templeton Ppg, Llc | Investment management fees (direct), Investment management fees (indirect) | $26,796 |
| Congress Asset Mgmt Co. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $20,672 |
| Brown Advisory | Investment management, Investment management fees (direct), Investment management fees (indirect) | $16,688 |
| Atalanta Sosnoff Management | Investment advisory (plan) | $15,869 |
| Pnc Bank | Trustee (institutional), Investment management fees (direct), Investment management fees (indirect) | $15,077 |
| New Century Advisors | Investment management fees (direct), Investment management fees (indirect) | $13,099 |
| Harding Loevner | Investment management, Investment management fees (direct) | $11,343 |
| Polen Capital Management | Investment management, Investment management fees (direct) | $6,149 |
| Clearbridge Advisors | Investment management, Investment management fees (direct) | $5,859 |