Children's Mercy Hospital Tax Deferred Annuity Retirement Plan
Sponsored by The Childrens Mercy Hospital · EIN 440605373 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 9,277
- With balances
- 12,193
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $521,234 |
| Cap Financial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $73,533 |
| Forvis, Llp | Accounting, Direct payment from the plan | $14,894 |