Margaret Mary Health Retirement Plan
Sponsored by Margaret Mary Community Hospital · EIN 356067049 · Plan #003
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 653
- With balances
- 653
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $45,148 |
| Lji Wealth Management | Investment advisory (plan) | $24,113 |
| Cbiz Benefits & Ins Services Inc | Contract administrator | $9,882 |
| Erisa Smart | Other fees | $8,611 |
| American Pension Advisors, Ltd | Contract administrator | $3,792 |
| Empower Advisory Group, Llc | Other fees | $488 |