Charles Cole Memorial Hospital Retirement Savings Plan
Sponsored by Charles Cole Memorial Hospital · EIN 240802108 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 0
- With balances
- 210
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Metlife Life Insurance Company | Recordkeeping fees, Other fees | $61,343 |
| Cerity Partners Ret Plan Advrs Llc | Investment advisory (plan) | $24,638 |
| Cambridge Investment Group | Other fees | $7,042 |