Orchard Hospital 403(b) Plan
Sponsored by Orchard Hospital · EIN 941049467 · Plan #003
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 268
- With balances
- 317
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $42,801 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $20,694 |