Torrance Health Association Employees Retirement Plan
Sponsored by Torrance Health Association · EIN 330073515 · Plan #001
- Total assets
- $436M
- Net assets
- $436M
- Active participants
- 1,123
- 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 |
|---|---|---|
| Guardian Financial, Inc. CRD 158153 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles | Investment management fees (direct) | $181,330 |
| Payden & Rygel | Investment management fees (direct), Investment management fees (indirect) | $146,256 |
| Clearbridge Investments, Llc | Investment management fees (direct) | $123,796 |
| Zacks | Investment management fees (direct) | $113,617 |
| Nuveen | Investment management fees (direct) | $111,502 |
| Lazard Asset Management, Llc | Investment management fees (direct) | $106,331 |
| Mercer | Actuarial, Direct payment from the plan | $102,950 |
| Guardian Financial | Investment advisory (plan), Direct payment from the plan | $100,000 |
| Eagle Asset Management | Investment management, Direct payment from the plan | $82,448 |
| Renaissance | Investment management fees (direct) | $68,713 |
| Reinhart Partners | Investment management fees (direct) | $56,393 |
| Charles Schwab | Trustee (directed), Direct payment from the plan | $56,058 |
| Ernst & Young | Accounting, Direct payment from the plan | $43,000 |