Mercy Health Corporation Employees Retirement Plan
Sponsored by Mercy Health Corporation · EIN 472158680 · Plan #003
- Total assets
- $828M
- Net assets
- $828M
- Active participants
- 7,008
- With balances
- 11,849
Plan year beginning 01/01/2024 · 401(m) arrangement, 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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $628,738 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $105,926 |
| Charles Schwab & Co., Inc. | Investment advisory (participants) | $326 |
| Brent R Rohlik Dba Rohlik Financial | Other fees | $34 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |