Sutter Health Retirement Plan
Sponsored by Sutter Health · EIN 942788907 · Plan #333
- Total assets
- $6.2B
- Net assets
- $5.9B
- Active participants
- 40,026
- 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 |
|---|---|---|
| Marathon Asset Management Limited CRD 132391 | deterministic · 100% | 2024 |
| Deprince, Race & Zollo, Inc. CRD 112099 | fuzzy_auto · 97% | 2024 |
| Next Century Growth Investors Llc CRD 108978 | fuzzy_auto · 96% | 2024 |
| Sands Capital Management, Llc CRD 137610 | fuzzy_auto · 95% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | fuzzy_auto · 96% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Tremblant Capital Lp CRD 138743 | deterministic · 100% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | fuzzy_auto · 95% | 2024 |
| Pzena Investment Management Llc CRD 106847 | fuzzy_auto · 96% | 2024 |
| Huber Capital Management Llc CRD 143344 | fuzzy_auto · 95% | 2024 |
| Merganser Capital Management, Llc CRD 169258 | fuzzy_auto · 96% | 2024 |
| Mellon Investments Corporation CRD 105764 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $2,681,250 |
| Marathon London | Investment management, Direct payment from the plan | $1,924,255 |
| The Northern Trust Company | Trustee (institutional), Investment management, Securities brokerage | $1,636,131 |
| Deprince Race & Zollo Inc. | Investment management, Direct payment from the plan | $1,562,356 |
| Next Century Growth Inv, Llc | Investment management, Direct payment from the plan | $1,494,512 |
| Capital Guardian Trust Company | Investment management, Direct payment from the plan | $1,385,395 |
| Sands Capital Mgmt, Llc | Investment management, Direct payment from the plan | $1,139,417 |
| Timessquare Capital Mgmt, Llc | Investment management, Direct payment from the plan | $992,119 |
| Dodge & Cox | Investment management, Direct payment from the plan | $718,154 |
| Brandywine Global Inv. Mgmt | Investment management, Direct payment from the plan | $645,885 |
| Verus | Consulting (pension), Direct payment from the plan | $441,423 |
| Tremblant Capital Lp | Investment management, Direct payment from the plan | $434,097 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $393,676 |
| Western Asset Mgmt Co. | Investment management, Direct payment from the plan | $390,606 |
| Pzena Investment Mgmt | Investment management, Direct payment from the plan | $334,815 |
| Huber Capital Mgmt, Llc | Investment management, Direct payment from the plan | $318,615 |
| Kroll | Valuation, Direct payment from the plan | $276,308 |
| Merganser Capital Mgmt | Investment management, Direct payment from the plan | $241,365 |
| Albourne America Llc | Consulting (pension), Direct payment from the plan | $233,000 |
| Conduent Hr Services, Llc | Direct payment from the plan, Other fees | $204,000 |
| Urban Investment Advisors | Consulting (pension), Direct payment from the plan | $174,996 |
| Baillie Gifford | Investment management, Direct payment from the plan | $161,226 |
| Herronpalmer | Consulting (pension), Direct payment from the plan | $82,490 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $80,258 |
| Security Capital Research & Mgmt | Investment management, Direct payment from the plan | $73,237 |
| Parametric | Investment management, Direct payment from the plan | $53,846 |
| Genstar Capital Partners Ix, L.P | Investment management, Direct payment from the plan | $40,705 |
| Jp Morgan Institutional Inv. | Investment management, Direct payment from the plan | $37,199 |
| Burgiss Group Llc | Consulting (pension), Direct payment from the plan | $36,160 |
| Mellon Investments Corporation | Investment management, Direct payment from the plan | $24,098 |