Mainegeneral Health Pension Plan
Sponsored by Mainegeneral Health · EIN 043369649 · Plan #004
- Total assets
- $99.4M
- Net assets
- $99.3M
- Active participants
- 467
- 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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (participants) | $150,276 |
| Fiducient | Trustee (individual) | $82,582 |
| Usi Consulting Group, Inc. | Actuarial | $55,925 |
| State Street Bank & Trust Co. | Trustee (directed) | $38,856 |
| October Three Consulting, Llc | Actuarial | $19,023 |
| Baker, Newman And Noyes | Accounting | $15,750 |
| Verrill Dana Llp | Legal | $10,074 |
| Ssga Real Asset | Trustee (directed) | $8,503 |