AUMdb

Sturgis Hospital, Inc. Retirement Plan

Sponsored by Sturgis Hospital, Inc. · EIN 352362438 · Plan #001

Total assets
$31.0M
Net assets
$31.0M
Active participants
58
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Custodial (securities), Investment advisory (plan), Securities brokerage $150,035
Aon Consulting Actuarial, Direct payment from the plan $42,469
Comerica Bank & Trust Custodial (securities), Trustee (institutional), Other services $13,650