Southwest Retirement And Cash Balance Plan
Sponsored by Southwest Community Health System · EIN 341455141 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 844
- With balances
- 0
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 |
|---|---|---|
| The Bank Of Ny Mellon | Custodial (other), Trustee (institutional), Investment management | $282,247 |
| Legal & General Investment Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $59,752 |