The Atlanticare Health System, Inc. Pension Plan
Sponsored by Atlanticare Health System, Inc. · EIN 223265213 · Plan #001
- Total assets
- $277M
- Net assets
- $274M
- Active participants
- 1,067
- 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 |
|---|---|---|
| Concord Advisory Group Ltd CRD 107291 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| State Street Bank & Trust Co. | Investment advisory (plan), Direct payment from the plan | $194,930 |
| Cbiz | Actuarial, Consulting (pension), Direct payment from the plan | $193,469 |
| Northern Trust | Direct payment from the plan, Trustee (institutional) | $94,100 |
| The Concord Advisory Group, Ltd | Investment advisory (plan), Direct payment from the plan | $90,840 |