AUMdb

Ellis Hospital Employees Defined Contribution Retirement Plan

Sponsored by Ellis Hospital · EIN 141338428 · Plan #003

Total assets
$269M
Net assets
$269M
Active participants
2,732
With balances
4,817

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Valic Retirement Services Co Custodial (securities), Investment advisory (participants), Investment management $660,382
Nationwide Investment management, Direct payment from the plan, Recordkeeping fees $1,433
Creative Plan Administrators Inc Direct payment from the plan, Redemption fees, Recordkeeping fees $412