AUMdb

The Children's Mercy Hospital Retirement Plan

Sponsored by The Children's Mercy Hospital · EIN 440605373 · Plan #004

Total assets
$564M
Net assets
$564M
Active participants
6,979
With balances
9,252

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed

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) $224,779
Cap Financial Partners, Llc Investment advisory (plan), Direct payment from the plan $37,936
Forvis, Llp Accounting, Direct payment from the plan $15,944