Guthrie Retirement Plan
Sponsored by The Guthrie Clinic · EIN 233055017 · Plan #001
- Total assets
- $99.6M
- Net assets
- $99.6M
- Active participants
- 124
- 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 |
|---|---|---|
| Insight North America Llc CRD 145995 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Insight North America, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $189,535 |
| Buck Global, Llc | Actuarial, Direct payment from the plan | $109,799 |
| Northern Trust Company | Custodial (securities), Direct payment from the plan | $94,934 |
| Jp Morgan Investment Management Inc | Investment advisory (plan), Direct payment from the plan | $33,887 |
| Bonadio & Co, Llp | Accounting, Direct payment from the plan | $11,400 |