AUMdb

Lakeland Regional Medical Center Retirement Plan Trust

Sponsored by Lakeland Regional Medical Center, Inc. · EIN 592650456 · Plan #002

Total assets
$189M
Net assets
$189M
Active participants
7,528
With balances
5,594

Plan year beginning 01/01/2024 · Default investment account (QDIA), Profit-sharing, Total participant-directed account

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $215,480
Bks Retriement Services Investment advisory (plan) $25,000