Munson Retirement Plan
Sponsored by Munson Healthcare · EIN 382640544 · Plan #002
- Total assets
- $371M
- Net assets
- $371M
- Active participants
- 740
- 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 |
|---|---|---|
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
| Macquarie Investment Management Europe Limited CRD 284603 | fuzzy_auto · 93% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 94% | 2024 |
| Hardman Johnston Global Advisors Llc CRD 112500 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eagle Capital Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $312,069 |
| Macquarie Investment Management | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $299,875 |
| William Blair Invt Mgt, Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $169,107 |
| Wedge Capital Management, Llp | Investment management, Investment management fees (direct), Investment management fees (indirect) | $168,397 |
| Df Dent & Co. | Investment management, Investment management fees (direct), Investment management fees (indirect) | $125,429 |
| Transamerica Retirement Solutions | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $107,930 |
| Jp Morgan Investment Mgt Inc | Investment advisory (plan), Investment management, Investment management fees (direct) | $100,246 |
| Cohen & Steers Capital Mgt, Inc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $82,747 |
| Hardman Johnston Global Advisors | Investment management, Investment management fees (direct) | $69,603 |
| Pnc Bank, N.A. | Trustee (institutional), Investment management, Investment management fees (direct) | $67,726 |
| Aileron Ltd | Consulting (general), Consulting (pension), Direct payment from the plan | $38,760 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $17,200 |
| Warner Norcross + Judd Llp | Legal, Direct payment from the plan | $13,552 |