AUMdb

Gritman Medical Center Employee Retirement Plan

Sponsored by Gritman Medical Center · EIN 820146328 · Plan #001

Total assets
$47.5M
Net assets
$47.5M
Active participants
746
With balances
1,058

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (participants), Investment advisory (plan) $86,388
Trautmann, Maher & Associates Recordkeeping, Participant loan processing, Direct payment from the plan $59,863