Ochsner Clinic Foundation Retirement Plan
Sponsored by Ochsner Clinic Foundation · EIN 720502505 · Plan #001
- Total assets
- $444M
- Net assets
- $444M
- Active participants
- 1,260
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan), Direct payment from the plan | $894,417 |
| Buck Global, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $295,963 |
| Hancock Whitney Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $116,842 |
| Ernst & Young Us Llp | Accounting, Direct payment from the plan | $99,658 |
| Carr, Riggs & Ingram, Llc | Accounting, Other fees, Direct payment from the plan | $59,700 |