Loma Linda University Faculty Medical Group Multiple Employer Retirement Plan
Sponsored by Loma Linda University Faculty Medical Group · EIN 330672915 · Plan #001
- Total assets
- $700M
- Net assets
- $700M
- Active participants
- 3,932
- With balances
- 7,608
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Morton Capital Management, Llc CRD 141250 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Park Capital Group, Inc. CRD 165884 | deterministic · 100% | 2024 |
| Ulrich Consulting And Investment Group, Llc CRD 159499 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $158,507 |
| Morton Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $84,968 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $18,856 |
| Park Capital Group Inc | Investment advisory (participants), Direct payment from the plan | $11,533 |
| Ulrich Consulting And Investment | Investment advisory (participants), Direct payment from the plan | $11,230 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $3,951 |