Pottstown Memorial Medical Center Retirement Income Plan
Sponsored by Pmmc Over Liquidation, Llc · EIN 262874737 · Plan #001
- Total assets
- $41.0M
- Net assets
- $40.9M
- Active participants
- 52
- 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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | fuzzy_auto · 98% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Foster & Foster, Inc. | Actuarial, Other services | $98,557 |
| Vanguard Advisors, Inc. | Investment advisory (plan) | $47,793 |
| Vanguard Fiduciary Trust Company | Recordkeeping, Custodial (securities) | $37,008 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $29,244 |