AUMdb

Miami Jewish Health Systems Retirement Plan

Sponsored by Miami Jewish Health Systems, Inc. · EIN 590624414 · Plan #002

Total assets
$30.3M
Net assets
$30.3M
Active participants
975
With balances
902

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Valic Retirement Services Company Custodial (securities), Investment advisory (participants), Investment management $395,856
Lincoln National Corporation Contract administrator $10,931