Brodstone Memorial Hospital Tax Deferred Annuity Plan
Sponsored by Brodstone Memorial Hospital · EIN 470388012 · Plan #007
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 224
- With balances
- 246
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 |
|---|---|---|
| Cwm Llc | Investment advisory (plan), Direct payment from the plan | $62,900 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $11,809 |