The Memorial Hospital Defined Benefit Pension Plan And Trust
Sponsored by Care New England · EIN 050259004 · Plan #001
- Total assets
- $84.1M
- Net assets
- $84.1M
- Active participants
- 137
- 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 |
|---|---|---|
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Mondrian Investment Partners (U.S.), Inc. CRD 132427 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Consulting (pension) | $147,479 |
| John Hancock Life Insurance Company | Contract administrator, Investment management, Direct payment from the plan | $49,208 |
| Bank Of America | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $48,680 |
| Acadian Asset Management | Investment management, Investment management fees (direct) | $37,208 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $32,760 |
| Westfield Capital Management | Trustee (institutional), Investment management fees (direct) | $19,216 |
| Fiducient Advisors | Investment management, Investment management fees (direct) | $17,814 |
| Aberdeen Asset Management Inc | Trustee (institutional), Investment management fees (direct) | $16,569 |
| Ryder Court Global | Accounting, Direct payment from the plan | $13,807 |
| Mondrian Investment Partners | Investment management, Investment management fees (direct) | $8,937 |