AUMdb

Butler Memorial Hospital 403(b) Plan

Sponsored by Butler Memorial Hospital · EIN 250965274 · Plan #007

Total assets
$103M
Net assets
$103M
Active participants
1,942
With balances
1,589

Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, 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
Global Retirement Partners Llc Investment advisory (participants), Other services, Shareholder servicing fees $38,260
Definiti Llc Recordkeeping, Participant loan processing, Other services $21,169
Nationwide Recordkeeping, Custodial (other), Custodial (securities) $5,717
Lincoln National Corporation Contract administrator $125