Bronson Healthcare Retirement Plan
Sponsored by Bronson Healthcare Group, Inc. · EIN 382418383 · Plan #004
- Total assets
- $318M
- Net assets
- $315M
- Active participants
- 2,015
- 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 |
|---|---|---|
| Boston Partners Global Investors, Inc. CRD 124982 | fuzzy_auto · 95% | 2024 |
| D.F. Dent And Company, Inc. CRD 105179 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Segall Bryant & Hamill, Llc CRD 106505 | fuzzy_auto · 97% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Cohen & Steers Capital Management, Inc. CRD 106266 | fuzzy_auto · 95% | 2024 |
| Eagle Capital Management, Llc CRD 110177 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Consulting (pension) | $2,977,737 |
| William Blair Investment Mngmt, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $378,583 |
| Jpmorgan Investment Management Inc | Investment advisory (plan), Investment management, Direct payment from the plan | $246,130 |
| Cohen & Steers Capital Mgmt, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $215,839 |
| Eagle Capital Management, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $183,187 |
| Boston Partners Glbl Investors Inc. | Investment advisory (plan), Investment management, Direct payment from the plan | $162,638 |
| D.F. Dent And Company, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $143,961 |
| Miller, Johnson, Snell, P.L.C. | Legal, Direct payment from the plan | $140,000 |
| Wedge Capital Management Llp | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $75,285 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $60,000 |
| Segall Bryant & Hamill, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $19,313 |