AUMdb

North Shore Healthcare, Llc Retirement Savings Plan

Sponsored by North Shore Healthcare, Llc · EIN 475124382 · Plan #001

Total assets
$18.9M
Net assets
$18.8M
Active participants
3,364
With balances
705

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Morningstar Investment advisory (plan) $1,737
Heck Capital Advisors, Llc Other fees $0
Loren D. Stark Company Other services $0
Voya Retirement Ins & Annuity Co. Investment advisory (participants) $0