Employees' Retirement Plan Of Ellis Hospital
Sponsored by Ellis Medicine · EIN 141338428 · Plan #001
- Total assets
- $34.2M
- Net assets
- $34.1M
- Active participants
- 197
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Wellington Management Company Llp | Investment management fees (direct), Soft dollars commissions | $266,339 |
| Onedigital Investment Advisors Llc | Consulting (pension), Direct payment from the plan | $232,417 |
| Milliman, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $69,263 |
| Principal Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $33,681 |
| Fustcharles Llp | Accounting | $24,375 |