AUMdb

Trinity Health Corporation Erisa 403(b) Retirement Plan (Frozen)

Sponsored by Trinity Health Corporation · EIN 351443425 · Plan #014

Total assets
$403M
Net assets
$403M
Active participants
668
With balances
1,079

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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
Fid Inv Inst Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees $32,540
Plante & Moran Pllc Accounting, Direct payment from the plan $19,000