AUMdb

Ann & Robert H. Lurie Children's Hospital Of Chicago Retirement Savings Plan

Sponsored by Children's Hospital Of Chicago Medical Center · EIN 363357004 · Plan #006

Total assets
$1.1B
Net assets
$1.1B
Active participants
7,037
With balances
10,945

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $522,799
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $57,500
Plante & Moran, Pllc Accounting, Direct payment from the plan $22,500