John Muir Health Retirement Plan
Sponsored by John Muir Health · EIN 941461843 · Plan #001
- Total assets
- $630M
- Net assets
- $630M
- Active participants
- 5,166
- 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 |
|---|---|---|
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| Hs Management Partners, Llc CRD 145480 | deterministic · 100% | 2024 |
| Aristotle Capital Management, Llc CRD 109876 | deterministic · 100% | 2024 |
| Diamond Hill Capital Management, Llc CRD 110638 | deterministic · 100% | 2024 |
| Timessquare Capital Management, Llc CRD 132694 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The London Company | Investment advisory (plan), Investment management fees (direct) | $232,196 |
| Northern Trust Company | Recordkeeping, Trustee (institutional), Direct payment from the plan | $195,076 |
| Wcm Investment Management Llc | Investment management, Investment management fees (direct) | $122,552 |
| Hs Management Partners, Llc | Investment management, Investment management fees (direct) | $121,472 |
| Elliott International Ltd | Investment management, Investment management fees (direct) | $99,758 |
| Aristotle Capital Management | Investment management, Investment management fees (direct) | $65,533 |
| Diamond Hill Capital Management Inc | Investment management, Investment management fees (direct) | $64,303 |
| Timessquare Capital Mgmt | Investment management, Investment management fees (direct) | $38,434 |
| Brandywine | Trustee (institutional), Direct payment from the plan | $38,114 |