AUMdb

Goshen Medical Center Retirement Plan

Sponsored by Goshen Medical Center, Inc. · EIN 561209062 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
402
With balances
676

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Ins Co Contract administrator, Participant loan processing, Direct payment from the plan $34,932
Erisa Services Inc Contract administrator, Direct payment from the plan, Other services $7,345
Equitable Life Insurance Co. Investment management, Trustee (directed), Shareholder servicing fees $7,338
Wilshire Advisors, Llc Investment advisory (plan), Other investment fees and expenses $0