AUMdb

Retirement Plan For Employees Of Concord Hospital

Sponsored by Concord Hospital, Inc. · EIN 222594672 · Plan #001

Total assets
$413M
Net assets
$412M
Active participants
3,354
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
Silchester International Investors Llp CRD 110987 fuzzy_auto · 98% 2024
Marathon Asset Management Limited CRD 132391 deterministic · 100% 2024
Highclere International Investors Llp CRD 140380 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Silchester International Investor I Investment management, Investment management fees (direct) $233,974
Cape Ann Global Investment management, Investment management fees (direct) $121,831
Marathon London Investment management, Investment management fees (direct) $90,769
Northern Trust Company Custodial (securities), Trustee (institutional), Direct payment from the plan $75,645
Highclere International Investors L Investment management, Investment management fees (direct) $52,678
Wellington Trust Company Investment management, Investment management fees (direct) $39,900
Brandywine Investment management, Investment management fees (direct) $12,783