Mercy Health & Rehabilitation Center Group Annuity Plan
Sponsored by Mercy Health & Rehabilitation Center Nursing Home Co., Inc · EIN 237082561 · Plan #002 · Auburn, NY
- Total assets
- $717K
- Net assets
- $709K
- Active participants
- 20
- 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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buck Global Llc | Actuarial | $40,430 |
| Bonadio & Co., Llp | Accounting | $11,000 |
| First State Trust Company | Trustee (institutional) | $7,377 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $5,791 |