AUMdb

Arnot Health Employee Retirement Plan

Sponsored by Arnot Ogden Medical Center · EIN 160743905 · Plan #003

Total assets
$152M
Net assets
$152M
Active participants
2,915
With balances
3,049

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $201,910
Kestra Advisory Services, Llc Investment advisory (plan), Investment management fees (direct) $153,335