Carle Foundation Hospital And Affiliates Matching Tsa Plan
Sponsored by Carle Foundation Hospital And Affiliates · EIN 371119538 · Plan #004
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 16,060
- With balances
- 18,434
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cozad Asset Management Inc CRD 104764 | deterministic · 100% | 2024 |
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| Ruedi Wealth Management, Inc. CRD 173262 | fuzzy_auto · 95% | 2024 |
| Bluestem Financial Advisors, Llc CRD 158418 | fuzzy_auto · 98% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Hill Investment Group Partners, Llc CRD 312052 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cozad Asset Management Inc. | Insurance agents and brokers, Investment management | $77,330 |
| Choreo Llc | Insurance agents and brokers, Investment management | $40,262 |
| Larson Financial Group Llc | Insurance agents and brokers, Investment management | $34,038 |
| Ruedi Wealth Mgmt Inc | Insurance agents and brokers, Investment management | $13,663 |
| Bluestem Financial Advisors Ll | Insurance agents and brokers, Investment management | $10,071 |
| Macroview Investment | Insurance agents and brokers, Investment management | $8,180 |
| Creative Planning Llc | Insurance agents and brokers, Investment management | $6,495 |
| Hill Investment Group Partners | Insurance agents and brokers, Investment management | $5,041 |
| Charles Schwab Trust Bank | Custodial (securities), Investment management, Other services | $31 |