Children's Health System, Inc. Defined Contribution Plan
Sponsored by Children's Health System, Inc. · EIN 541278830 · Plan #002
- Total assets
- $78.8M
- Net assets
- $78.8M
- Active participants
- 575
- With balances
- 821
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 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 | $159,979 |
| Kpmg, Llp | Accounting, Other services, Direct payment from the plan | $7,057 |
| Nfp Retirement, Inc. | Consulting (general), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |