Integris Health, Inc. Retirement Plan A
Sponsored by Integris Health, Inc. · EIN 731192764 · Plan #001
- Total assets
- $424M
- Net assets
- $424M
- Active participants
- 837
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Emerald Advisers, Llc CRD 107496 | deterministic · 100% | 2024 |
| Chickasaw Capital Management, Llc CRD 127398 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment management, Direct payment from the plan | $476,843 |
| Chickasaw Capital Management Llc | Investment management, Investment management fees (direct) | $370,507 |
| Fidelity Investments Institutional | Investment management, Investment management fees (direct) | $281,139 |
| Kpmg Llp | Accounting, Direct payment from the plan | $146,442 |
| Bank Of Oklahoma | Trustee (institutional), Direct payment from the plan | $79,294 |
| Mercer | Actuarial, Consulting (general), Direct payment from the plan | $78,206 |
| Monroe Vos Consulting, Inc | Investment advisory (plan), Investment management, Redemption fees | $44,399 |
| Emerald Advisers Inc. | Investment management, Investment management fees (direct) | $35,567 |
| Captrust Financial Advisors | Investment management, Investment management fees (direct) | $28,937 |