AUMdb

Memorial Health System Hospitals Defined Contribution Plan

Sponsored by Marietta Memorial Hospital · EIN 314379509 · Plan #007

Total assets
$30.7M
Net assets
$30.7M
Active participants
2,079
With balances
2,988

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Latitude Service Company, Inc Other services, Other fees, Direct payment from the plan $108,317
Nationwide Recordkeeping, Investment management fees (indirect), Distribution (12b-1) fees $50,688
Raymond James Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) $16,580
Fiduciary Wise, Llc Plan administrator, Direct payment from the plan $6,840
Trustmont Financial Group, Inc Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) $0