Pleasant Valley Hospital Employees' Pension 401(a) Plan
Sponsored by Pleasant Valley Hospital · EIN 550440086 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 255
- With balances
- 368
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $68,930 |
| Suttle & Stalnaker | Accounting, Direct payment from the plan | $10,313 |
| Morgan Stanley | Investment advisory (plan), Other services, Direct payment from the plan | $7,484 |