AUMdb

Health Management Services Pension Plan

Sponsored by Health Management Services · EIN 222581863 · Plan #001

Total assets
$18.4M
Net assets
$18.4M
Active participants
337
With balances
233

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $71,998
Lpl Financial Corporation Other services, Other commissions, Other fees $0
Bdo Usa, Llp Accounting, Other fees $0
The Angell Pension Group, Inc. Other services, Other fees $0